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Inspirion Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Inspirion Wealth Advisors’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
Q1 		– Sell
-2,644
Closed -$208K – 182
2025
Q4 		$208K Sell
2,644
-3,386
-56% -$267K 0.03% 161
2025
Q3 		$475K Buy
6,030
+937
+18% +$73.7K 0.07% 98
2025
Q2 		$401K Sell
5,093
-768
-13% -$60K 0.05% 108
2025
Q1 		$459K Buy
5,861
+22
+0.4% +$1.71K 0.06% 99
2024
Q4 		$451K Sell
5,839
-191
-3% -$14.8K 0.06% 99
2024
Q3 		$475K Sell
6,030
-359
-6% -$28K 0.07% 98
2024
Q2 		$490K Hold
6,389
– – 0.08% 89
2024
Q1 		$490K Sell
6,389
-495
-7% -$38K 0.08% 91
2023
Q4 		$529K Sell
6,884
-604
-8% -$45.7K 0.1% 85
2023
Q3 		$563K Sell
7,488
-1,379
-16% -$104K 0.11% 80
2023
Q2 		$670K Sell
8,867
-815
-8% -$62.1K 0.13% 73
2023
Q1 		$741K Sell
9,682
-3,026
-24% -$229K 0.15% 63
2022
Q4 		$957K Sell
12,708
-5,505
-30% -$413K 0.2% 48
2022
Q3 		$1.36M Sell
18,213
-2,931
-14% -$224K 0.31% 34
2022
Q2 		$1.62M Sell
21,144
-4,576
-18% -$353K 0.36% 35
2022
Q1 		$2M Sell
25,720
-3,586
-12% -$285K 0.41% 28
2021
Q4 		$2.37M Sell
29,306
-11,623
-28% -$945K 0.5% 27
2021
Q3 		$3.35M Sell
40,929
-21,772
-35% -$1.79M 0.77% 23
2021
Q2 		$5.15M Sell
62,701
-28,317
-31% -$2.33M 1.27% 18
2021
Q1 		$7.48M Sell
91,018
-189,524
-68% -$15.6M 1.98% 11
2020
Q4 		$23.3M Buy
280,542
+255,247
+1,009% +$21.1M 6.55% 8
2020
Q3 		$2.1M Buy
+25,295
New +$2.1M 0.72% 21

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Inspirion Wealth Advisors's BSV Position: Q1 2026 in Review

Inspirion Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 2,644 shares — an estimated $208K sold.

Inspirion Wealth Advisors first reported a position in BSV in Q3 2020 and held it in 22 quarters. The position peaked at $23.3M in Q4 2020. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Inspirion Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 2,644 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $208K.
  • Inspirion Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 22 quarters.
  • Inspirion Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $23.3M in Q4 2020.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.