JTWM
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Jackson Thornton Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jackson Thornton 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
Q1 		$260K Sell
3,323
-15
-0.4% -$1.18K 0.02% 219
2025
Q4 		$263K Sell
3,338
-134
-4% -$10.6K 0.02% 232
2025
Q3 		$274K Hold
3,472
– – 0.03% 203
2025
Q2 		$271K Sell
3,472
-251
-7% -$19.6K 0.03% 96
2025
Q1 		$291K Sell
3,723
-1,128
-23% -$87.6K 0.04% 70
2024
Q4 		$375K Buy
4,851
+59
+1% +$4.58K 0.05% 55
2024
Q3 		$377K Sell
4,792
-576
-11% -$44.9K 0.05% 50
2024
Q2 		$412K Sell
5,368
-1,214
-18% -$92.6K 0.06% 45
2024
Q1 		$505K Buy
6,582
+3
+0% +$230 0.09% 32
2023
Q4 		$507K Sell
6,579
-192
-3% -$14.5K 0.09% 28
2023
Q3 		$509K Buy
6,771
+302
+5% +$22.8K 0.11% 24
2023
Q2 		$489K Sell
6,469
-89
-1% -$6.78K 0.1% 24
2023
Q1 		$502K Buy
6,558
+494
+8% +$37.4K 0.11% 23
2022
Q4 		$457K Buy
6,064
+367
+6% +$27.5K 0.11% 22
2022
Q3 		$426K Buy
5,697
+1,320
+30% +$101K 0.12% 23
2022
Q2 		$336K Buy
4,377
+446
+11% +$34.4K 0.1% 19
2022
Q1 		$306K Buy
3,931
+385
+11% +$30.6K 0.08% 18
2021
Q4 		$287K Buy
+3,546
New +$288K 0.08% 15

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 $374B AUM 17.66% 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

Jackson Thornton Wealth Management's BSV Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.45% in Q1 2026, selling an estimated $1.18K and leaving 3,323 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #219.

Jackson Thornton Wealth Management first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $509K in Q3 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Jackson Thornton Wealth Management held 3,323 shares of Vanguard Short-Term Bond ETF worth $260K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 15 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.18K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Jackson Thornton Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Jackson Thornton Wealth Management's Vanguard Short-Term Bond ETF position peaked at $509K in Q3 2023.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.