CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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 		$412K Sell
5,315
-53
-1% -$4.14K 0.13% 99
2026
Q1 		$421K Sell
5,368
-799
-13% -$62.9K 0.14% 94
2025
Q4 		$486K Sell
6,167
-399
-6% -$31.5K 0.16% 94
2025
Q3 		$520K Buy
6,566
+1
+0% +$79 0.17% 92
2025
Q2 		$515K Sell
6,565
-233
-3% -$18.2K 0.19% 92
2025
Q1 		$532K Sell
6,798
-29
-0.4% -$2.25K 0.22% 85
2024
Q4 		$529K Buy
6,827
+4
+0.1% +$310 0.2% 89
2024
Q3 		$529K Sell
6,823
-300
-4% -$23.4K 0.2% 90
2024
Q2 		$552K Sell
7,123
-99
-1% -$7.55K 0.22% 87
2024
Q1 		$548K Sell
7,222
-971
-12% -$74.5K 0.23% 83
2023
Q4 		$629K Sell
8,193
-2,057
-20% -$156K 0.26% 78
2023
Q3 		$767K Sell
10,250
-850
-8% -$64.1K 0.36% 67
2023
Q2 		$839K Buy
11,100
+1
+0% +$76 0.37% 65
2023
Q1 		$852K Sell
11,099
-230
-2% -$17.4K 0.39% 66
2022
Q4 		$862K Sell
11,329
-884
-7% -$66.3K 0.38% 69
2022
Q3 		$908K Sell
12,213
-1,220
-9% -$93.2K 0.43% 63
2022
Q2 		$1.03M Sell
13,433
-250
-2% -$19.3K 0.47% 55
2022
Q1 		$1.06M Sell
13,683
-40
-0.3% -$3.17K 0.43% 63
2021
Q4 		$1.1M Hold
13,723
– – 0.46% 59
2021
Q3 		$1.12M Hold
13,723
– – 0.45% 63
2021
Q2 		$1.13M Buy
13,723
+1
+0% +$82 0.49% 56
2021
Q1 		$1.13M Hold
13,722
– – 0.5% 53
2020
Q4 		$1.14M Sell
13,722
-300
-2% -$24.9K 0.56% 49
2020
Q3 		$1.16M Sell
14,022
-153
-1% -$12.7K 0.61% 47
2020
Q2 		$1.18M Buy
14,175
+780
+6% +$64.5K 0.67% 39
2020
Q1 		$1.11M Sell
13,395
-500
-4% -$40.6K 0.68% 41
2019
Q4 		$1.13M Buy
13,895
+1,365
+11% +$110K 0.63% 44
2019
Q3 		$1.01M Sell
12,530
-50
-0.4% -$4.03K 0.62% 44
2019
Q2 		$1.01M Hold
12,580
– – 0.61% 45
2019
Q1 		$1M Sell
12,580
-255
-2% -$20.1K 0.63% 48
2018
Q4 		$1.01M Sell
12,835
-4,100
-24% -$320K 0.72% 37
2018
Q3 		$1.32M Hold
16,935
– – 0.81% 35
2018
Q2 		$1.32M Sell
16,935
-275
-2% -$21.5K 0.85% 33
2018
Q1 		$1.35M Sell
17,210
-635
-4% -$49.9K 0.91% 32
2017
Q4 		$1.41M Buy
17,845
+115
+0.6% +$9.14K 0.88% 34
2017
Q3 		$1.42M Buy
17,730
+350
+2% +$28K 0.9% 31
2017
Q2 		$1.39M Sell
17,380
-500
-3% -$39.9K 0.94% 27
2017
Q1 		$1.43M Buy
17,880
+535
+3% +$42.6K 0.99% 26
2016
Q4 		$1.38M Sell
17,345
-5,185
-23% -$415K 1% 24
2016
Q3 		$1.82M Sell
22,530
-900
-4% -$72.8K 1.42% 18
2016
Q2 		$1.9M Buy
23,430
+1,350
+6% +$109K 1.5% 19
2016
Q1 		$1.78M Buy
22,080
+155
+0.7% +$12.4K 1.45% 18
2015
Q4 		$1.75M Buy
21,925
+6,850
+45% +$548K 1.5% 20
2015
Q3 		$1.21M Sell
15,075
-300
-2% -$24K 1.18% 32
2015
Q2 		$1.23M Buy
+15,375
New +$1.23M 1.15% 30

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's BSV Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.99% in Q2 2026, selling an estimated $4.14K and leaving 5,315 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #99.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in BSV in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.9M in Q2 2016. 557 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 5,315 shares of Vanguard Short-Term Bond ETF worth $412K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 53 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.14K.
  • Vanguard Short-Term Bond ETF made up 0.13% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 45 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.9M in Q2 2016.
  • 557 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.