JFS Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

JFS Wealth 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 Q1	–	Sell	-20,858	Closed	-$1.64M	–	1897
2025 Q4	$1.64M	Hold	20,858	–	–	0.09%	125
2025 Q3	$1.65M	Buy	+20,858	New	+$1.64M	0.1%	123
2025 Q1	–	Sell	-1,578	Closed	-$122K	–	1944
2024 Q4	$122K	Sell	1,578 -1,192	-43%	-$92.5K	0.01%	340
2024 Q3	$218K	Sell	2,770 -469	-14%	-$36.5K	0.01%	277
2024 Q2	$248K	Buy	3,239 +1	+0%	+$76	0.02%	216
2024 Q1	$248K	Hold	3,238	–	–	0.02%	224
2023 Q4	$249K	Sell	3,238 -488	-13%	-$36.9K	0.02%	209
2023 Q3	$280K	Hold	3,726	–	–	0.03%	186
2023 Q2	$282K	Hold	3,726	–	–	0.03%	184
2023 Q1	$285K	Hold	3,726	–	–	0.03%	181
2022 Q4	$280K	Sell	3,726 -3,322	-47%	-$249K	0.03%	187
2022 Q3	$527K	Sell	7,048 -16	-0.2%	-$1.22K	0.06%	149
2022 Q2	$542K	Hold	7,064	–	–	0.06%	141
2022 Q1	$550K	Hold	7,064	–	–	0.05%	148
2021 Q4	$571K	Hold	7,064	–	–	0.05%	151
2021 Q3	$579K	Buy	+7,064	New	+$581K	0.06%	143
2018 Q3	–	Sell	-66	Closed	-$5K	–	526
2018 Q2	$5K	Buy	+66	New	+$5.16K	﹤0.01%	408
2018 Q1	–	Sell	-16	Closed	-$1K	–	529
2017 Q4	$1K	Buy	+16	New	+$1.27K	﹤0.01%	501

Other funds holding BSV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

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

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

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

JFS Wealth Advisors's BSV Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 20,858 shares — an estimated $1.64M sold.

JFS Wealth Advisors first reported a position in BSV in Q4 2017 and held it in 18 quarters. The position peaked at $1.65M in Q3 2025. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

JFS Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
JFS Wealth Advisors sold 20,858 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.64M.
JFS Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 18 quarters.
JFS Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.65M in Q3 2025.
1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.