Investment Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Investment Advisory 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 Q1	$395K	Buy	5,037 +685	+16%	+$53.9K	0.1%	128
2025 Q4	$343K	Buy	4,352 +17	+0.4%	+$1.34K	0.09%	144
2025 Q3	$342K	Hold	4,335	–	–	0.09%	136
2025 Q2	$341K	Buy	4,335 +64	+1%	+$5K	0.1%	129
2025 Q1	$334K	Hold	4,271	–	–	0.11%	120
2024 Q4	$330K	Buy	+4,271	New	+$331K	0.11%	119
2024 Q1	–	Sell	-2,628	Closed	-$202K	–	160
2023 Q4	$202K	Buy	+2,628	New	+$199K	0.09%	144
2023 Q3	–	Sell	-2,710	Closed	-$205K	–	146
2023 Q2	$205K	Buy	+2,710	New	+$207K	0.1%	136

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

Investment Advisory Group's BSV Position: Q1 2026 in Review

Investment Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q1 2026, buying an estimated $53.9K and bringing the position to 5,037 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #128.

Investment Advisory Group first reported a position in BSV in Q2 2023 and has held it in 8 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Investment Advisory Group held 5,037 shares of Vanguard Short-Term Bond ETF worth $395K as of Q1 2026.
Investment Advisory Group bought 685 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $53.9K.
Vanguard Short-Term Bond ETF made up 0.1% of Investment Advisory Group's portfolio in Q1 2026, its #128 holding.
Investment Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 8 quarters since.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.