Keener Financial Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Keener Financial Planning’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	$350K	Sell	4,465 -76	-2%	-$5.98K	0.15%	40
2025 Q4	$357K	Buy	4,541 +3,168	+231%	+$250K	0.15%	38
2025 Q3	$108K	Sell	1,373 -94	-6%	-$7.39K	0.05%	71
2025 Q2	$115K	Buy	1,467 +89	+6%	+$6.96K	0.06%	70
2025 Q1	$107K	Sell	1,378 -3	-0.2%	-$233	0.07%	62
2024 Q4	$106K	Buy	1,381 +75	+6%	+$5.82K	0.06%	66
2024 Q3	$102K	Sell	1,306 -18	-1%	-$1.4K	0.07%	59
2024 Q2	$101K	Sell	1,324 -166	-11%	-$12.7K	0.07%	61
2024 Q1	$115K	Sell	1,490 -88	-6%	-$6.75K	0.08%	58
2023 Q4	$122K	Buy	+1,578	New	+$119K	0.09%	61

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keener Financial Planning's BSV Position: Q1 2026 in Review

Keener Financial Planning reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q1 2026, selling an estimated $5.98K and leaving 4,465 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #40.

Keener Financial Planning first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $357K in Q4 2025. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Keener Financial Planning held 4,465 shares of Vanguard Short-Term Bond ETF worth $350K as of Q1 2026.
Keener Financial Planning sold 76 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $5.98K.
Vanguard Short-Term Bond ETF made up 0.15% of Keener Financial Planning's portfolio in Q1 2026, its #40 holding.
Keener Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's Vanguard Short-Term Bond ETF position peaked at $357K in Q4 2025.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.