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 Q2	$347K	Hold	4,465	–	–	0.12%	44
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 $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keener Financial Planning's BSV Position: Q2 2026 in Review

Keener Financial Planning held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 4,465 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #44.

Keener Financial Planning first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $357K in Q4 2025. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Keener Financial Planning held 4,465 shares of Vanguard Short-Term Bond ETF worth $347K as of Q2 2026.
Keener Financial Planning left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.12% of Keener Financial Planning's portfolio in Q2 2026, its #44 holding.
Keener Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Keener Financial Planning's Vanguard Short-Term Bond ETF position peaked at $357K in Q4 2025.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.