NRI
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NFP Retirement Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

NFP Retirement Inc’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 		$334K Sell
4,292
-1,938
-31% -$151K 0.02% 249
2026
Q1 		$489K Sell
6,230
-192
-3% -$15.1K 0.03% 197
2025
Q4 		$506K Buy
6,422
+107
+2% +$8.44K 0.03% 195
2025
Q3 		$498K Sell
6,315
-364
-5% -$28.6K 0.03% 202
2025
Q2 		$526K Sell
6,679
-506
-7% -$39.6K 0.03% 195
2025
Q1 		$562K Sell
7,185
-249
-3% -$19.3K 0.04% 172
2024
Q4 		$574K Sell
7,434
-2,345
-24% -$182K 0.05% 170
2024
Q3 		$770K Buy
9,779
+380
+4% +$29.6K 0.06% 140
2024
Q2 		$721K Buy
9,399
+204
+2% +$15.6K 0.06% 145
2024
Q1 		$705K Sell
9,195
-1,428
-13% -$110K 0.06% 146
2023
Q4 		$818K Sell
10,623
-1,706
-14% -$129K 0.14% 107
2023
Q3 		$927K Sell
12,329
-6,004
-33% -$453K 0.18% 98
2023
Q2 		$1.39M Buy
18,333
+3,404
+23% +$259K 0.26% 80
2023
Q1 		$1.14M Buy
14,929
+3,862
+35% +$293K 0.23% 88
2022
Q4 		$833K Buy
11,067
+685
+7% +$51.4K 0.18% 102
2022
Q3 		$777K Buy
10,382
+513
+5% +$39.2K 0.19% 102
2022
Q2 		$758K Sell
9,869
-6,287
-39% -$484K 0.19% 96
2022
Q1 		$1.26M Buy
+16,156
New +$1.28M 0.3% 68

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NFP Retirement Inc's BSV Position: Q2 2026 in Review

NFP Retirement Inc reduced its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q2 2026, selling an estimated $151K and leaving 4,292 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #249.

NFP Retirement Inc first reported a position in BSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2023. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • NFP Retirement Inc held 4,292 shares of Vanguard Short-Term Bond ETF worth $334K as of Q2 2026.
  • NFP Retirement Inc sold 1,938 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Short-Term Bond ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #249 holding.
  • NFP Retirement Inc first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • NFP Retirement Inc's Vanguard Short-Term Bond ETF position peaked at $1.39M in Q2 2023.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.