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 Q2	$2.09M	Buy	26,777 +309	+1%	+$24.1K	0.72%	45
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 $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

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

LifePlan Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.2% in Q2 2026, buying an estimated $24.1K and bringing the position to 26,777 shares worth $2.09M. The position accounts for 0.72% of the portfolio, ranked #45.

LifePlan Investment Advisors first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

LifePlan Investment Advisors held 26,777 shares of Vanguard Short-Term Bond ETF worth $2.09M as of Q2 2026.
LifePlan Investment Advisors bought 309 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $24.1K.
Vanguard Short-Term Bond ETF made up 0.72% of LifePlan Investment Advisors's portfolio in Q2 2026, its #45 holding.
LifePlan Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.