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

Investment Research & 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 Q2	$10.9K	Buy	140 +1	+0.7%	+$78	﹤0.01%	230
2026 Q1	$10.9K	Buy	139 +1	+0.7%	+$79	﹤0.01%	202
2025 Q4	$10.9K	Buy	138 +2	+1%	+$158	﹤0.01%	190
2025 Q3	$10.7K	Buy	136 +2	+1%	+$157	﹤0.01%	174
2025 Q2	$10.6K	Hold	134	–	–	﹤0.01%	168
2025 Q1	$10.5K	Hold	134	–	–	﹤0.01%	166
2024 Q4	$10.4K	Sell	134 -857	-86%	-$66.5K	﹤0.01%	158
2024 Q3	$78K	Hold	991	–	–	0.03%	88
2024 Q2	$76K	Hold	991	–	–	0.03%	85
2024 Q1	$76K	Hold	991	–	–	0.04%	88
2023 Q4	$76.3K	Hold	991	–	–	0.04%	87
2023 Q3	$74.5K	Hold	991	–	–	0.04%	85
2023 Q2	$74.9K	Hold	991	–	–	0.04%	87
2023 Q1	$75.8K	Hold	991	–	–	0.05%	85
2022 Q4	$74.6K	Hold	991	–	–	0.05%	84
2022 Q3	$74K	Hold	991	–	–	0.06%	86
2022 Q2	$76K	Hold	991	–	–	0.06%	87
2022 Q1	$77K	Hold	991	–	–	0.05%	96
2021 Q4	$80K	Hold	991	–	–	0.05%	94
2021 Q3	$81K	Sell	991 -240	-19%	-$19.7K	0.05%	89
2021 Q2	$101K	Buy	1,231 +240	+24%	+$19.7K	0.07%	89
2021 Q1	$81K	Hold	991	–	–	0.06%	87
2020 Q4	$82K	Buy	991 +168	+20%	+$13.9K	0.06%	84
2020 Q3	$68K	Hold	823	–	–	0.06%	88
2020 Q2	$68K	Hold	823	–	–	0.06%	84
2020 Q1	$68K	Hold	823	–	–	0.06%	78
2019 Q4	$66K	Buy	+823	New	+$66.4K	0.06%	94

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 Research & Advisory Group's BSV Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.72% in Q2 2026, buying an estimated $78 and bringing the position to 140 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Investment Research & Advisory Group first reported a position in BSV in Q4 2019 and has held it in 27 quarters since. The position peaked at $101K in Q2 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Investment Research & Advisory Group held 140 shares of Vanguard Short-Term Bond ETF worth $10.9K as of Q2 2026.
Investment Research & Advisory Group bought 1 Vanguard Short-Term Bond ETF share in Q2 2026, an estimated $78.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #230 holding.
Investment Research & Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
Investment Research & Advisory Group's Vanguard Short-Term Bond ETF position peaked at $101K in Q2 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.