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Investment Planning Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Investment Planning Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.3M Buy
92,810
+65,195
+236% +$5.13M 2.58% 11
2025
Q1 		$2.16M Sell
27,615
-34,687
-56% -$2.72M 0.88% 18
2024
Q4 		$4.81M Buy
+62,302
New +$4.81M 2.1% 15