IP
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Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Investment Partners’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 		$7.24M Buy
92,321
+7,450
+9% +$587K 2.58% 8
2025
Q4 		$6.69M Buy
84,871
+7,663
+10% +$605K 2.34% 9
2025
Q3 		$6.09M Buy
77,208
+3,946
+5% +$310K 2.15% 10
2025
Q2 		$5.77M Buy
73,262
+8,841
+14% +$691K 2.18% 10
2025
Q1 		$5.04M Buy
64,421
+13,460
+26% +$1.04M 2.09% 10
2024
Q4 		$3.94M Buy
50,961
+6,023
+13% +$467K 1.62% 18
2024
Q3 		$3.54M Buy
44,938
+8,550
+23% +$666K 1.47% 20
2024
Q2 		$2.79M Buy
36,388
+4,670
+15% +$356K 1.25% 24
2024
Q1 		$2.43M Buy
31,718
+271
+0.9% +$20.8K 1.1% 28
2023
Q4 		$2.42M Sell
31,447
-702
-2% -$53.1K 1.19% 25
2023
Q3 		$2.42M Buy
32,149
+9,202
+40% +$694K 1.27% 23
2023
Q2 		$1.73M Buy
22,947
+653
+3% +$49.8K 0.9% 31
2023
Q1 		$1.71M Sell
22,294
-414
-2% -$31.4K 0.89% 29
2022
Q4 		$1.71M Sell
22,708
-3,133
-12% -$235K 0.9% 30
2022
Q3 		$1.93M Buy
25,841
+2,166
+9% +$165K 0.58% 48
2022
Q2 		$1.82M Buy
23,675
+1,305
+6% +$101K 0.89% 31
2022
Q1 		$1.74M Sell
22,370
-3,182
-12% -$253K 0.74% 32
2021
Q4 		$2.06M Buy
25,552
+1,327
+5% +$108K 0.84% 31
2021
Q3 		$1.99M Buy
24,225
+849
+4% +$69.8K 0.9% 30
2021
Q2 		$1.92M Sell
23,376
-22,535
-49% -$1.85M 0.88% 32
2021
Q1 		$3.77M Buy
45,911
+1,519
+3% +$125K 1.83% 14
2020
Q4 		$3.68M Buy
44,392
+1,407
+3% +$117K 1.96% 12
2020
Q3 		$3.57M Sell
42,985
-14,329
-25% -$1.19M 2.13% 12
2020
Q2 		$4.76M Buy
57,314
+37,093
+183% +$3.07M 2.8% 8
2020
Q1 		$1.66M Buy
20,221
+4,807
+31% +$390K 1.2% 25
2019
Q4 		$1.24M Buy
15,414
+2,250
+17% +$182K 0.84% 40
2019
Q3 		$1.06M Sell
13,164
-278
-2% -$22.4K 0.78% 41
2019
Q2 		$1.08M Sell
13,442
-2,687
-17% -$214K 0.78% 44
2019
Q1 		$1.28M Buy
16,129
+1,762
+12% +$139K 0.93% 39
2018
Q4 		$1.13M Sell
14,367
-280
-2% -$21.8K 0.95% 37
2018
Q3 		$153 Buy
14,647
+1,329
+10% +$104K 0.09% 116
2018
Q2 		$1.04M Buy
13,318
+1,486
+13% +$116K 0.77% 39
2018
Q1 		$928K Buy
11,832
+5,763
+95% +$453K 0.69% 47
2017
Q4 		$480K Sell
6,069
-355
-6% -$28.2K 0.36% 69
2017
Q3 		$513K Buy
6,424
+361
+6% +$28.9K 0.44% 65
2017
Q2 		$484K Buy
6,063
+731
+14% +$58.4K 0.44% 66
2017
Q1 		$425K Buy
+5,332
New +$424K 0.41% 67
2016
Q2 		– Sell
-2,747
Closed -$219K – 121
2016
Q1 		$219K Buy
+2,747
New +$220K 0.14% 149

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Partners's BSV Position: Q1 2026 in Review

Investment Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.8% in Q1 2026, buying an estimated $587K and bringing the position to 92,321 shares worth $7.24M. The position accounts for 2.58% of the portfolio, ranked #8.

Investment Partners first reported a position in BSV in Q1 2016 and has held it in 38 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Investment Partners held 92,321 shares of Vanguard Short-Term Bond ETF worth $7.24M as of Q1 2026.
  • Investment Partners bought 7,450 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $587K.
  • Vanguard Short-Term Bond ETF made up 2.58% of Investment Partners's portfolio in Q1 2026, its #8 holding.
  • Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 38 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.