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

LifePlan Investment 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 Q1	$2.08M	Buy	26,468 +3,019	+13%	+$238K	0.82%	40
2025 Q4	$1.85M	Buy	23,449 +2,504	+12%	+$198K	0.75%	43
2025 Q3	$1.65M	Buy	20,945 +3,213	+18%	+$253K	0.69%	44
2025 Q2	$1.4M	Buy	17,732 +586	+3%	+$45.8K	0.69%	44
2025 Q1	$1.34M	Buy	17,146 +1,947	+13%	+$151K	0.77%	38
2024 Q4	$1.17M	Buy	15,199 +2,473	+19%	+$192K	0.73%	41
2024 Q3	$1M	Buy	12,726 +2,476	+24%	+$193K	0.64%	42
2024 Q2	$786K	Buy	10,250 +1,760	+21%	+$134K	0.57%	43
2024 Q1	$651K	Buy	8,490 +5,235	+161%	+$402K	0.52%	45
2023 Q4	$251K	Buy	+3,255	New	+$246K	0.23%	63

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Investment Advisors's BSV Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q1 2026, buying an estimated $238K and bringing the position to 26,468 shares worth $2.08M. The position accounts for 0.82% of the portfolio, ranked #40.

LifePlan Investment Advisors first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

LifePlan Investment Advisors held 26,468 shares of Vanguard Short-Term Bond ETF worth $2.08M as of Q1 2026.
LifePlan Investment Advisors bought 3,019 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $238K.
Vanguard Short-Term Bond ETF made up 0.82% of LifePlan Investment Advisors's portfolio in Q1 2026, its #40 holding.
LifePlan Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.