IFG
BSV icon

Independent Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Independent Financial Group’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 		$2.4M Buy
30,818
+1,264
+4% +$98.6K 0.04% 401
2026
Q1 		$2.32M Sell
29,554
-724
-2% -$57K 0.05% 366
2025
Q4 		$2.39M Sell
30,278
-577
-2% -$45.5K 0.05% 345
2025
Q3 		$2.43M Buy
30,855
+856
+3% +$67.3K 0.06% 323
2025
Q2 		$2.36M Buy
29,999
+899
+3% +$70.3K 0.07% 294
2025
Q1 		$2.28M Buy
29,100
+4,313
+17% +$335K 0.08% 248
2024
Q4 		$1.92M Sell
24,787
-4,038
-14% -$313K 0.06% 306
2024
Q3 		$2.27M Buy
28,825
+1,882
+7% +$147K 0.08% 249
2024
Q2 		$2.07M Buy
26,943
+1,495
+6% +$114K 0.08% 233
2024
Q1 		$1.95M Buy
25,448
+5,407
+27% +$415K 0.09% 228
2023
Q4 		$1.54M Sell
20,041
-430
-2% -$32.5K 0.08% 251
2023
Q3 		$1.54M Sell
20,471
-184
-0.9% -$13.9K 0.1% 226
2023
Q2 		$1.56M Sell
20,655
-698
-3% -$53.2K 0.11% 211
2023
Q1 		$1.63M Buy
21,353
+398
+2% +$30.2K 0.13% 177
2022
Q4 		$1.58M Sell
20,955
-393
-2% -$29.5K 0.14% 153
2022
Q3 		$1.6M Buy
21,348
+5,353
+33% +$409K 0.14% 137
2022
Q2 		$1.23M Sell
15,995
-528
-3% -$40.7K 0.13% 180
2022
Q1 		$1.29M Sell
16,523
-1,333
-7% -$106K 0.1% 189
2021
Q4 		$1.44M Buy
17,856
+571
+3% +$46.4K 0.12% 173
2021
Q3 		$1.42M Buy
17,285
+2,928
+20% +$241K 0.14% 145
2021
Q2 		$1.18M Sell
14,357
-14,510
-50% -$1.19M 0.13% 182
2021
Q1 		$2.37M Sell
28,867
-1,054
-4% -$87K 0.31% 75
2020
Q4 		$2.48M Buy
29,921
+1,764
+6% +$146K 0.37% 59
2020
Q3 		$2.34M Buy
28,157
+3,618
+15% +$301K 0.44% 44
2020
Q2 		$2.04M Buy
24,539
+13,100
+115% +$1.08M 0.45% 45
2020
Q1 		$940K Buy
+11,439
New +$929K 0.28% 90

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Financial Group's BSV Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.3% in Q2 2026, buying an estimated $98.6K and bringing the position to 30,818 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #401.

Independent Financial Group first reported a position in BSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.48M in Q4 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Independent Financial Group held 30,818 shares of Vanguard Short-Term Bond ETF worth $2.4M as of Q2 2026.
  • Independent Financial Group bought 1,264 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $98.6K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #401 holding.
  • Independent Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Vanguard Short-Term Bond ETF position peaked at $2.48M in Q4 2020.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.