JSW
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Journey Strategic Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Journey Strategic Wealth’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 		$208K Hold
2,655
– – 0.01% 752
2025
Q4 		$209K Hold
2,655
– – 0.01% 696
2025
Q3 		$210K Sell
2,655
-82
-3% -$6.45K 0.01% 651
2025
Q2 		$215K Buy
2,737
+82
+3% +$6.41K 0.01% 591
2025
Q1 		$208K Sell
2,655
-769
-22% -$59.7K 0.01% 461
2024
Q4 		$265K Sell
3,424
-259
-7% -$20.1K 0.01% 374
2024
Q3 		$290K Buy
3,683
+1,028
+39% +$80.1K 0.01% 345
2024
Q2 		$204K Buy
+2,655
New +$203K 0.01% 367

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

Journey Strategic Wealth's BSV Position: Q1 2026 in Review

Journey Strategic Wealth held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 2,655 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #752.

Journey Strategic Wealth first reported a position in BSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $290K in Q3 2024. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Journey Strategic Wealth held 2,655 shares of Vanguard Short-Term Bond ETF worth $208K as of Q1 2026.
  • Journey Strategic Wealth left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #752 holding.
  • Journey Strategic Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Journey Strategic Wealth's Vanguard Short-Term Bond ETF position peaked at $290K in Q3 2024.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.