J.M. Arbour
BSV icon

J.M. Arbour’s Vanguard Short-Term Bond ETF BSV Stock Holding History

J.M. Arbour’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
Q3 		$370K Buy
4,845
+231
+5% +$17.9K 0.3% 92
2026
Q2 		$359K Buy
4,614
+345
+8% +$26.9K 0.31% 87
2026
Q1 		$335K Buy
4,269
+350
+9% +$27.6K 0.32% 86
2025
Q4 		$309K Buy
+3,919
New +$309K 0.31% 83

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

J.M. Arbour's BSV Position: Q3 2026 in Review

J.M. Arbour increased its Vanguard Short-Term Bond ETF (BSV) stake by 5% in Q3 2026, buying an estimated $17.9K and bringing the position to 4,845 shares worth $370K. The position accounts for 0.3% of the portfolio, ranked #92.

J.M. Arbour first reported a position in BSV in Q4 2025 and has held it in 4 quarters since. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • J.M. Arbour held 4,845 shares of Vanguard Short-Term Bond ETF worth $370K as of Q3 2026.
  • J.M. Arbour bought 231 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $17.9K.
  • Vanguard Short-Term Bond ETF made up 0.3% of J.M. Arbour's portfolio in Q3 2026, its #92 holding.
  • J.M. Arbour first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.