Institute for Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Institute for Wealth Management’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	$93.5K	Buy	+1,200	New	+$93.6K	0.01%	696
2020 Q1	–	Sell	-870	Closed	-$70K	–	418
2019 Q4	$70K	Buy	+870	New	+$70.2K	0.02%	496
2018 Q4	–	Sell	-20,353	Closed	-$1.59M	–	273
2018 Q3	$1.59M	Sell	20,353 -9,235	-31%	-$721K	0.54%	56
2018 Q2	$2.32M	Buy	29,588 +15,590	+111%	+$1.22M	0.74%	30
2018 Q1	$1.09M	Sell	13,998 -7,030	-33%	-$552K	0.32%	109
2017 Q4	$1.66M	Buy	21,028 +7,710	+58%	+$613K	0.38%	74
2017 Q3	$1.06M	Sell	13,318 -2,345	-15%	-$187K	0.35%	96
2017 Q2	$1.25M	Buy	+15,663	New	+$1.25M	0.34%	79
2015 Q4	$790K	Sell	9,929 -5,231	-35%	-$419K	1.18%	26
2015 Q3	$1.22M	Buy	15,160 +4,143	+38%	+$332K	2.32%	20
2015 Q2	$883K	Buy	+11,017	New	+$884K	1.14%	29

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

Institute for Wealth Management's BSV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 1,200 shares worth $93.5K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BSV as recently as Q4 2019.

Institute for Wealth Management first reported a position in BSV in Q2 2015 and has held it in 11 quarters since. The position peaked at $2.32M in Q2 2018. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Institute for Wealth Management held 1,200 shares of Vanguard Short-Term Bond ETF worth $93.5K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #696 holding.
Institute for Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 11 quarters since.
Institute for Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.32M in Q2 2018.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.