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JPL Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

JPL 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 		$64.3K Buy
+820
New +$64.6K 0.01% 204
2025
Q4 		– Sell
-959
Closed -$75.7K – 261
2025
Q3 		$75.7K Buy
+959
New +$75.4K 0.02% 200
2024
Q2 		$214K Sell
2,795
-542
-16% -$41.4K 0.11% 101
2024
Q1 		$256K Buy
+3,337
New +$256K 0.14% 98

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

JPL Wealth Management's BSV Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 820 shares worth $64.3K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BSV as recently as Q3 2025.

JPL Wealth Management first reported a position in BSV in Q1 2024 and has held it in 4 quarters since. The position peaked at $256K in Q1 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • JPL Wealth Management held 820 shares of Vanguard Short-Term Bond ETF worth $64.3K as of Q1 2026.
  • Vanguard Short-Term Bond ETF was a new JPL Wealth Management position in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #204 holding.
  • JPL Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • JPL Wealth Management's Vanguard Short-Term Bond ETF position peaked at $256K in Q1 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.