JWS
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Juncture Wealth Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Juncture Wealth Strategies’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 		$1.29M Sell
16,603
-97
-0.6% -$7.57K 0.34% 52
2026
Q1 		$1.31M Sell
16,700
-686
-4% -$54K 0.44% 46
2025
Q4 		$1.37M Sell
17,386
-1,380
-7% -$109K 0.45% 37
2025
Q3 		$1.48M Buy
18,766
+1,627
+9% +$128K 0.5% 37
2025
Q2 		$1.35M Sell
17,139
-68
-0.4% -$5.32K 0.48% 35
2025
Q1 		$1.35M Sell
17,207
-1,908
-10% -$148K 0.52% 31
2024
Q4 		$1.48M Sell
19,115
-1,840
-9% -$143K 0.55% 30
2024
Q3 		$1.65M Sell
20,955
-3,354
-14% -$261K 0.64% 28
2024
Q2 		$1.86M Sell
24,309
-3,087
-11% -$236K 0.78% 23
2024
Q1 		$2.1M Sell
27,396
-4,825
-15% -$370K 0.9% 22
2023
Q4 		$2.48M Buy
32,221
+3,969
+14% +$300K 1.13% 22
2023
Q3 		$2.12M Sell
28,252
-213
-0.7% -$16.1K 1.04% 25
2023
Q2 		$2.15M Sell
28,465
-5,302
-16% -$404K 1.01% 25
2023
Q1 		$2.58M Sell
33,767
-6,108
-15% -$463K 1.27% 21
2022
Q4 		$3M Sell
39,875
-14,111
-26% -$1.06M 1.43% 18
2022
Q3 		$4.04M Sell
53,986
-11,427
-17% -$873K 2.01% 14
2022
Q2 		$5.02M Sell
65,413
-29,905
-31% -$2.3M 2.48% 12
2022
Q1 		$7.42M Buy
95,318
+30,872
+48% +$2.45M 3.53% 5
2021
Q4 		$5.21M Buy
64,446
+6,334
+11% +$515K 2.48% 6
2021
Q3 		$4.76M Buy
58,112
+4,891
+9% +$402K 2.51% 9
2021
Q2 		$4.37M Sell
53,221
-365
-0.7% -$30K 2.51% 8
2021
Q1 		$4.41M Buy
53,586
+6,219
+13% +$513K 2.77% 8
2020
Q4 		$3.93M Buy
47,367
+4,762
+11% +$395K 2.49% 9
2020
Q3 		$3.54M Buy
42,605
+7,570
+22% +$629K 2.44% 10
2020
Q2 		$2.91M Buy
35,035
+1,714
+5% +$142K 2.2% 9
2020
Q1 		$2.74M Buy
33,321
+1,776
+6% +$144K 2.53% 10
2019
Q4 		$2.54M Buy
31,545
+4,754
+18% +$384K 1.98% 12
2019
Q3 		$2.16M Buy
26,791
+4,646
+21% +$375K 1.9% 14
2019
Q2 		$1.78M Buy
22,145
+8,068
+57% +$643K 1.43% 22
2019
Q1 		$1.12M Buy
14,077
+407
+3% +$32.1K 0.87% 32
2018
Q4 		$1.07M Sell
13,670
-2,789
-17% -$218K 0.72% 36
2018
Q3 		$1.28M Buy
16,459
+949
+6% +$74.1K 0.67% 38
2018
Q2 		$1.21M Sell
15,510
-481
-3% -$37.6K 0.65% 39
2018
Q1 		$1.25M Buy
15,991
+3,098
+24% +$243K 0.7% 37
2017
Q4 		$1.02M Buy
12,893
+1,590
+14% +$126K 0.57% 44
2017
Q3 		$902K Buy
11,303
+2,261
+25% +$181K 0.51% 49
2017
Q2 		$722K Buy
9,042
+1,345
+17% +$107K 0.41% 58
2017
Q1 		$614K Buy
7,697
+3,291
+75% +$262K 0.38% 61
2016
Q4 		$350K Buy
+4,406
New +$352K 0.24% 71

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Juncture Wealth Strategies's BSV Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.58% in Q2 2026, selling an estimated $7.57K and leaving 16,603 shares worth $1.29M. The position accounts for 0.34% of the portfolio, ranked #52.

Juncture Wealth Strategies first reported a position in BSV in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.42M in Q1 2022. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Juncture Wealth Strategies held 16,603 shares of Vanguard Short-Term Bond ETF worth $1.29M as of Q2 2026.
  • Juncture Wealth Strategies sold 97 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $7.57K.
  • Vanguard Short-Term Bond ETF made up 0.34% of Juncture Wealth Strategies's portfolio in Q2 2026, its #52 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Juncture Wealth Strategies's Vanguard Short-Term Bond ETF position peaked at $7.42M in Q1 2022.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.