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

Glass Jacobson 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	$1.43M	Buy	18,396 +7,460	+68%	+$582K	0.45%	74
2026 Q1	$857K	Buy	10,936 +6,919	+172%	+$545K	0.3%	91
2025 Q4	$317K	Buy	4,017 +604	+18%	+$47.7K	0.11%	150
2025 Q3	$269K	Sell	3,413 -137	-4%	-$10.8K	0.1%	165
2025 Q2	$279K	Sell	3,550 -1,675	-32%	-$131K	0.11%	156
2025 Q1	$404K	Hold	5,225	–	–	0.13%	168
2024 Q4	$404K	Buy	5,225 +335	+7%	+$26K	0.13%	168
2024 Q3	$385K	Sell	4,890 -547	-10%	-$42.6K	0.13%	165
2024 Q2	$417K	Buy	5,437 +8	+0.1%	+$610	0.15%	150
2024 Q1	$416K	Buy	5,429 +6	+0.1%	+$460	0.16%	144
2023 Q4	$418K	Sell	5,423 -113	-2%	-$8.55K	0.17%	137
2023 Q3	$416K	Buy	5,536 +4	+0.1%	+$302	0.19%	131
2023 Q2	$418K	Buy	+5,532	New	+$422K	0.19%	133
2022 Q4	$464K	Buy	+6,163	New	+$462K	0.23%	123

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Glass Jacobson Investment Advisors's BSV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 68% in Q2 2026, buying an estimated $582K and bringing the position to 18,396 shares worth $1.43M. The position accounts for 0.45% of the portfolio, ranked #74.

Glass Jacobson Investment Advisors first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. 651 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Glass Jacobson Investment Advisors held 18,396 shares of Vanguard Short-Term Bond ETF worth $1.43M as of Q2 2026.
Glass Jacobson Investment Advisors bought 7,460 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $582K.
Vanguard Short-Term Bond ETF made up 0.45% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #74 holding.
Glass Jacobson Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
651 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.