IMA Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.88M Buy
+36,983
New +$2.89M 0.18% 98
2019
Q2
Sell
-187
Closed -$15K 281
2019
Q1
$15K Buy
187
+143
+325% +$11.3K 0.01% 195
2018
Q4
$3K Hold
44
﹤0.01% 273
2018
Q3
$3K Hold
44
﹤0.01% 276
2018
Q2
$3K Buy
+44
New +$3.44K ﹤0.01% 375

Other funds holding BSV

IMA Advisory Services's BSV Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 36,983 shares worth $2.88M. The stake represents 0.18% of the portfolio and ranks #98 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in BSV as recently as Q1 2019.

IMA Advisory Services first reported a position in BSV in Q2 2018 and has held it in 5 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • IMA Advisory Services held 36,983 shares of Vanguard Short-Term Bond ETF worth $2.88M as of Q2 2026.
  • Vanguard Short-Term Bond ETF was a new IMA Advisory Services position in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.18% of IMA Advisory Services's portfolio in Q2 2026, its #98 holding.
  • IMA Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 5 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.