Bank Julius Baer & Co
BSV icon

Bank Julius Baer & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bank Julius Baer & Co’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 		$541K Hold
6,900
– – ﹤0.01% 434
2025
Q4 		$544K Hold
6,900
– – ﹤0.01% 417
2025
Q3 		$544K Hold
6,900
– – ﹤0.01% 407
2025
Q2 		$543K Hold
6,900
– – ﹤0.01% 375
2025
Q1 		$540K Buy
6,900
+647
+10% +$50.2K ﹤0.01% 355
2024
Q4 		$533K Buy
6,253
+432
+7% +$33.5K ﹤0.01% 347
2024
Q3 		$543K Buy
+5,821
New +$453K ﹤0.01% 323
2024
Q2 		– Sell
-6,900
Closed -$529K – 498
2024
Q1 		$529K Hold
6,900
– – ﹤0.01% 310
2023
Q4 		$531K Sell
6,900
-85
-1% -$6.43K ﹤0.01% 326
2023
Q3 		$525K Sell
6,985
-1,193
-15% -$89.9K ﹤0.01% 313
2023
Q2 		$618K Sell
8,178
-153
-2% -$11.7K ﹤0.01% 314
2023
Q1 		$637K Sell
8,331
-669
-7% -$50.7K ﹤0.01% 323
2022
Q4 		$678K Buy
9,000
+142
+2% +$10.7K ﹤0.01% 311
2022
Q3 		$663K Sell
8,858
-142
-2% -$10.8K 0.01% 306
2022
Q2 		$691K Hold
9,000
– – ﹤0.01% 314
2022
Q1 		$701K Sell
9,000
-46,598
-84% -$3.7M ﹤0.01% 316
2021
Q4 		$4.49M Buy
55,598
+310
+0.6% +$25.2K 0.02% 210
2021
Q3 		$4.53M Sell
55,288
-3,816
-6% -$314K 0.03% 202
2021
Q2 		$4.86M Buy
59,104
+18,199
+44% +$1.5M 0.03% 218
2021
Q1 		$3.36M Sell
40,905
-30,108
-42% -$2.49M 0.03% 224
2020
Q4 		$5.89M Sell
71,013
-55,939
-44% -$4.63M 0.05% 175
2020
Q3 		$10.5M Buy
126,952
+51,472
+68% +$4.28M 0.1% 120
2020
Q2 		$6.27M Buy
75,480
+43,368
+135% +$3.59M 0.07% 134
2020
Q1 		$2.57M Buy
+32,112
New +$2.61M 0.06% 133

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank Julius Baer & Co's BSV Position: Q1 2026 in Review

Bank Julius Baer & Co held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 6,900 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Bank Julius Baer & Co first reported a position in BSV in Q1 2020 and has held it in 24 quarters since. The position peaked at $10.5M in Q3 2020. 1,336 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Bank Julius Baer & Co held 6,900 shares of Vanguard Short-Term Bond ETF worth $541K as of Q1 2026.
  • Bank Julius Baer & Co left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #434 holding.
  • Bank Julius Baer & Co first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Vanguard Short-Term Bond ETF position peaked at $10.5M in Q3 2020.
  • 1,336 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.