IWM
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Integris Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Integris 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 		$70M Buy
898,698
+45,919
+5% +$3.58M 14.14% 1
2026
Q1 		$66.9M Buy
852,779
+36,824
+5% +$2.9M 15.37% 1
2025
Q4 		$64.3M Buy
815,955
+46,612
+6% +$3.68M 14.63% 1
2025
Q3 		$60.7M Buy
769,343
+14,939
+2% +$1.17M 14.77% 1
2025
Q2 		$59.4M Sell
754,404
-5,495
-0.7% -$430K 15.48% 1
2025
Q1 		$59.5M Sell
759,899
-9,043
-1% -$702K 16.97% 1
2024
Q4 		$59.4M Buy
768,942
+25,979
+3% +$2.02M 16.76% 1
2024
Q3 		$58.5M Sell
742,963
-50,148
-6% -$3.91M 16.33% 1
2024
Q2 		$60.8M Buy
793,111
+21,857
+3% +$1.67M 17.57% 1
2024
Q1 		$59.1M Buy
771,254
+36,111
+5% +$2.77M 16.35% 1
2023
Q4 		$56.6M Buy
735,143
+6,509
+0.9% +$493K 16.76% 1
2023
Q3 		$54.8M Sell
728,634
-34,803
-5% -$2.62M 17.95% 1
2023
Q2 		$57.7M Buy
763,437
+21,793
+3% +$1.66M 20.41% 1
2023
Q1 		$56.7M Buy
741,644
+23,169
+3% +$1.76M 20.84% 1
2022
Q4 		$54.1M Buy
+718,475
New +$53.9M 21.1% 1

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

Integris Wealth Management's BSV Position: Q2 2026 in Review

Integris Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.4% in Q2 2026, buying an estimated $3.58M and bringing the position to 898,698 shares worth $70M. The position accounts for 14.14% of the portfolio, ranked #1.

Integris Wealth Management first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Integris Wealth Management held 898,698 shares of Vanguard Short-Term Bond ETF worth $70M as of Q2 2026.
  • Integris Wealth Management bought 45,919 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.58M.
  • Vanguard Short-Term Bond ETF made up 14.14% of Integris Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Integris Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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