Investors Research Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Investors Research Corp’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	$33K	Hold	424	–	–	0.01%	425
2026 Q1	$33.2K	Sell	424 -2	-0.5%	-$157	0.01%	428
2025 Q4	$33.6K	Hold	426	–	–	0.01%	483
2025 Q3	$33.6K	Hold	426	–	–	0.01%	481
2025 Q2	$33.5K	Buy	426 +2	+0.5%	+$156	0.01%	512
2025 Q1	$33.2K	Hold	424	–	–	0.01%	509
2024 Q4	$32.8K	Hold	424	–	–	0.01%	526
2024 Q3	$33.4K	Hold	424	–	–	0.01%	536
2024 Q2	$32.5K	Sell	424 -178	-30%	-$13.6K	0.01%	556
2024 Q1	$46.2K	Hold	602	–	–	0.01%	511
2023 Q4	$46.4K	Sell	602 -654	-52%	-$49.5K	0.01%	519
2023 Q3	$94.4K	Hold	1,256	–	–	0.02%	416
2023 Q2	$94.9K	Hold	1,256	–	–	0.02%	421
2023 Q1	$96.1K	Hold	1,256	–	–	0.03%	424
2022 Q4	$94.6K	Hold	1,256	–	–	0.03%	421
2022 Q3	$94K	Hold	1,256	–	–	0.03%	406
2022 Q2	$96K	Sell	1,256 -467	-27%	-$36K	0.03%	416
2022 Q1	$134K	Hold	1,723	–	–	0.04%	367
2021 Q4	$139K	Hold	1,723	–	–	0.04%	360
2021 Q3	$141K	Sell	1,723 -26	-1%	-$2.14K	0.05%	349
2021 Q2	$144K	Buy	1,749 +100	+6%	+$8.23K	0.05%	334
2021 Q1	$136K	Buy	1,649 +341	+26%	+$28.1K	0.05%	344
2020 Q4	$108K	Buy	1,308 +644	+97%	+$53.4K	0.04%	404
2020 Q3	$55K	Buy	664 +254	+62%	+$21.1K	0.03%	493
2020 Q2	$34K	Hold	410	–	–	0.02%	573
2020 Q1	$34K	Buy	+410	New	+$33.3K	0.02%	506

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

Investors Research Corp's BSV Position: Q2 2026 in Review

Investors Research Corp held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 424 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #425.

Investors Research Corp first reported a position in BSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $144K in Q2 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Investors Research Corp held 424 shares of Vanguard Short-Term Bond ETF worth $33K as of Q2 2026.
Investors Research Corp left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #425 holding.
Investors Research Corp first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
Investors Research Corp's Vanguard Short-Term Bond ETF position peaked at $144K in Q2 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.