JSL
BSV icon

JT Stratford LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

JT Stratford LLC’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
2025
Q4 		– Sell
-9,310
Closed -$735K – 304
2025
Q3 		$735K Sell
9,310
-119
-1% -$9.36K 0.1% 174
2025
Q2 		$742K Buy
9,429
+2,530
+37% +$198K 0.11% 166
2025
Q1 		$540K Sell
6,899
-2,016
-23% -$156K 0.1% 192
2024
Q4 		$689K Buy
8,915
+160
+2% +$12.4K 0.11% 170
2024
Q3 		$689K Buy
8,755
+202
+2% +$15.7K 0.12% 172
2024
Q2 		$656K Buy
8,553
+926
+12% +$70.6K 0.12% 165
2024
Q1 		$585K Buy
7,627
+153
+2% +$11.7K 0.12% 179
2023
Q4 		$576K Buy
+7,474
New +$566K 0.13% 171
2022
Q1 		– Sell
-10,261
Closed -$830K – 207
2021
Q4 		$830K Sell
10,261
-2
-0% -$163 0.23% 96
2021
Q3 		$841K Sell
10,263
-58
-0.6% -$4.77K 0.26% 86
2021
Q2 		$848K Sell
10,321
-408
-4% -$33.6K 0.27% 95
2021
Q1 		$882K Sell
10,729
-667
-6% -$55.1K 0.31% 82
2020
Q4 		$945K Sell
11,396
-16,849
-60% -$1.4M 0.35% 73
2020
Q3 		$2.35M Sell
28,245
-58,522
-67% -$4.86M 1.01% 24
2020
Q2 		$7.21M Buy
86,767
+31
+0% +$2.56K 3.71% 3
2020
Q1 		$7.13M Buy
86,736
+1,979
+2% +$161K 4.37% 5
2019
Q4 		$6.83M Buy
84,757
+2,322
+3% +$187K 3.13% 5
2019
Q3 		$6.65M Sell
82,435
-11,234
-12% -$906K 3.74% 3
2019
Q2 		$7.54M Buy
93,669
+19,182
+26% +$1.53M 4.18% 4
2019
Q1 		$5.93M Buy
74,487
+41,300
+124% +$3.26M 3.4% 4
2018
Q4 		$2.61M Buy
+33,187
New +$2.59M 1.74% 14

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JT Stratford LLC's BSV Position: Q4 2025 in Review

JT Stratford LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 9,310 shares — an estimated $735K sold.

JT Stratford LLC first reported a position in BSV in Q4 2018 and held it in 21 quarters. The position peaked at $7.54M in Q2 2019. 1,313 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • JT Stratford LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JT Stratford LLC sold 9,310 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $735K.
  • JT Stratford LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 21 quarters.
  • JT Stratford LLC's Vanguard Short-Term Bond ETF position peaked at $7.54M in Q2 2019.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on JT Stratford LLC's 13F filing for Q4 2025, filed 12 Feb 2026.