Independent Advisor Alliance’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Independent Advisor Alliance’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$497K	Sell	6,378 -36,912	-85%	-$2.88M	0.01%	669
2026 Q1	$3.39M	Buy	43,290 +38,539	+811%	+$3.03M	0.04%	406
2025 Q4	$374K	Buy	4,751 +2,211	+87%	+$174K	0.01%	732
2025 Q3	$200K	Buy	+2,540	New	+$200K	0.01%	895
2025 Q1	–	Sell	-55,056	Closed	-$4.25M	–	869
2024 Q4	$4.25M	Buy	+55,056	New	+$4.27M	0.06%	307
2024 Q3	–	Sell	-5,242	Closed	-$402K	–	712
2024 Q2	$402K	Buy	5,242 +41	+0.8%	+$3.13K	0.01%	506
2024 Q1	$399K	Buy	5,201 +308	+6%	+$23.6K	0.01%	502
2023 Q4	$377K	Buy	+4,893	New	+$370K	0.01%	491
2020 Q1	–	Sell	-63,296	Closed	-$5.1M	–	464
2019 Q4	$5.1M	Buy	+63,296	New	+$5.11M	0.22%	104
2017 Q2	–	Sell	-25,927	Closed	-$2.07M	–	255
2017 Q1	$2.07M	Buy	+25,927	New	+$2.06M	0.33%	81

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Advisor Alliance's BSV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard Short-Term Bond ETF (BSV) stake by 85% in Q2 2026, selling an estimated $2.88M and leaving 6,378 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #669.

Independent Advisor Alliance first reported a position in BSV in Q1 2017 and has held it in 10 quarters since. The position peaked at $5.1M in Q4 2019. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Independent Advisor Alliance held 6,378 shares of Vanguard Short-Term Bond ETF worth $497K as of Q2 2026.
Independent Advisor Alliance sold 36,912 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.88M.
Vanguard Short-Term Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #669 holding.
Independent Advisor Alliance first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 10 quarters since.
Independent Advisor Alliance's Vanguard Short-Term Bond ETF position peaked at $5.1M in Q4 2019.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.