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

International Private 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	$707K	Buy	9,018 +538	+6%	+$42.4K	0.43%	51
2025 Q4	$668K	Buy	8,480 +6	+0.1%	+$473	0.42%	53
2025 Q3	$669K	Sell	8,474 -5,552	-40%	-$437K	0.42%	49
2025 Q2	$1.1M	Buy	14,026 +27	+0.2%	+$2.11K	0.95%	27
2025 Q1	$1.1M	Buy	13,999 +6	+0%	+$466	1.05%	23
2024 Q4	$1.08M	Buy	13,993 +8,923	+176%	+$693K	1.08%	21
2024 Q3	$399K	Buy	+5,070	New	+$395K	0.58%	44
2024 Q1	–	Sell	-6,825	Closed	-$526K	–	112
2023 Q4	$526K	Buy	+6,825	New	+$517K	0.52%	32

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

International Private Wealth Advisors's BSV Position: Q1 2026 in Review

International Private Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.3% in Q1 2026, buying an estimated $42.4K and bringing the position to 9,018 shares worth $707K. The position accounts for 0.43% of the portfolio, ranked #51.

International Private Wealth Advisors first reported a position in BSV in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.1M in Q2 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

International Private Wealth Advisors held 9,018 shares of Vanguard Short-Term Bond ETF worth $707K as of Q1 2026.
International Private Wealth Advisors bought 538 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $42.4K.
Vanguard Short-Term Bond ETF made up 0.43% of International Private Wealth Advisors's portfolio in Q1 2026, its #51 holding.
International Private Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 8 quarters since.
International Private Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.1M in Q2 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.