JF
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JMN Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

JMN Financial’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 		$5.8M Buy
74,446
+6,725
+10% +$525K 4.51% 1
2026
Q1 		$5.31M Buy
67,721
+17,082
+34% +$1.34M 5.22% 1
2025
Q4 		$3.99M Buy
+50,639
New +$4M 3.98% 3

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

JMN Financial's BSV Position: Q2 2026 in Review

JMN Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.9% in Q2 2026, buying an estimated $525K and bringing the position to 74,446 shares worth $5.8M. The position accounts for 4.51% of the portfolio, ranked #1.

JMN Financial first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • JMN Financial held 74,446 shares of Vanguard Short-Term Bond ETF worth $5.8M as of Q2 2026.
  • JMN Financial bought 6,725 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $525K.
  • Vanguard Short-Term Bond ETF made up 4.51% of JMN Financial's portfolio in Q2 2026, its #1 holding.
  • JMN Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.