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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.3M	Buy	208,650 +85,694	+70%	+$6.69M	3.76%	10
2026 Q1	$9.64M	Buy	122,956 +15,041	+14%	+$1.18M	2.65%	11
2025 Q4	$8.5M	Buy	107,915 +6,852	+7%	+$541K	2.48%	12
2025 Q3	$7.97M	Buy	101,063 +8,253	+9%	+$649K	2.51%	11
2025 Q2	$7.3M	Buy	92,810 +65,195	+236%	+$5.1M	2.58%	11
2025 Q1	$2.16M	Sell	27,615 -34,687	-56%	-$2.69M	0.88%	18
2024 Q4	$4.81M	Buy	+62,302	New	+$4.84M	2.1%	15

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Investment Planning Advisors's BSV Position: Q2 2026 in Review

Investment Planning Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 70% in Q2 2026, buying an estimated $6.69M and bringing the position to 208,650 shares worth $16.3M. The position accounts for 3.76% of the portfolio, ranked #10.

Investment Planning Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Investment Planning Advisors held 208,650 shares of Vanguard Short-Term Bond ETF worth $16.3M as of Q2 2026.
Investment Planning Advisors bought 85,694 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.69M.
Vanguard Short-Term Bond ETF made up 3.76% of Investment Planning Advisors's portfolio in Q2 2026, its #10 holding.
Investment Planning Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.