Jackson Creek Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jackson Creek 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
2025 Q3	–	Sell	-35,118	Closed	-$2.76M	–	285
2025 Q2	$2.76M	Sell	35,118 -617	-2%	-$48.2K	0.75%	4
2025 Q1	$2.8M	Buy	35,735 +466	+1%	+$36.2K	0.89%	2
2024 Q4	$2.73M	Buy	35,269 +1,611	+5%	+$125K	0.82%	4
2024 Q3	$2.65M	Buy	33,658 +2,960	+10%	+$231K	0.78%	4
2024 Q2	$2.35M	Buy	30,698 +5,334	+21%	+$407K	0.86%	5
2024 Q1	$1.95M	Buy	25,364 +1,977	+8%	+$152K	0.69%	7
2023 Q4	$1.8M	Buy	23,387 +45	+0.2%	+$3.41K	0.69%	7
2023 Q3	$1.75M	Buy	23,342 +17	+0.1%	+$1.28K	0.74%	8
2023 Q2	$1.76M	Buy	23,325 +247	+1%	+$18.8K	0.7%	8
2023 Q1	$1.76M	Buy	23,078 +2,346	+11%	+$178K	0.74%	7
2022 Q4	$1.56M	Buy	+20,732	New	+$1.56M	0.69%	7

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jackson Creek Investment Advisors's BSV Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 35,118 shares — an estimated $2.76M sold.

Jackson Creek Investment Advisors first reported a position in BSV in Q4 2022 and held it in 11 quarters. The position peaked at $2.8M in Q1 2025. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Jackson Creek Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 35,118 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $2.76M.
Jackson Creek Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 11 quarters.
Jackson Creek Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $2.8M in Q1 2025.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.