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

Kiley Juergens 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	$4.74M	Sell	60,505 -4,439	-7%	-$350K	0.84%	22
2025 Q4	$5.12M	Sell	64,944 -2,020	-3%	-$159K	1.11%	19
2025 Q3	$5.28M	Sell	66,964 -1,826	-3%	-$144K	1.16%	18
2025 Q2	$5.41M	Sell	68,790 -2,470	-3%	-$193K	1.25%	18
2025 Q1	$5.58M	Sell	71,260 -6,590	-8%	-$512K	1.48%	16
2024 Q4	$6.02M	Sell	77,850 -10,505	-12%	-$815K	1.51%	16
2024 Q3	$6.95M	Sell	88,355 -5,279	-6%	-$411K	1.8%	15
2024 Q2	$7.18M	Sell	93,634 -672	-0.7%	-$51.3K	1.99%	12
2024 Q1	$7.23M	Buy	94,306 +11,393	+14%	+$874K	2.24%	12
2023 Q4	$6.39M	Buy	82,913 +2,440	+3%	+$185K	2.14%	12
2023 Q3	$6.05M	Sell	80,473 -749	-0.9%	-$56.5K	2.18%	12
2023 Q2	$6.14M	Buy	81,222 +947	+1%	+$72.2K	2.12%	12
2023 Q1	$6.14M	Buy	80,275 +1,561	+2%	+$118K	2.3%	11
2022 Q4	$5.93M	Sell	78,714 -8,293	-10%	-$622K	2.48%	12
2022 Q3	$6.51M	Sell	87,007 -7,874	-8%	-$602K	3.06%	10
2022 Q2	$7.29M	Sell	94,881 -125,474	-57%	-$9.67M	3.45%	8
2022 Q1	$17.2M	Buy	220,355 +74,835	+51%	+$5.94M	8.28%	3
2021 Q4	$11.8M	Buy	145,520 +10,674	+8%	+$868K	4.46%	7
2021 Q3	$11M	Buy	134,846 +13,028	+11%	+$1.07M	4.84%	7
2021 Q2	$10M	Buy	121,818 +17,834	+17%	+$1.47M	4.59%	7
2021 Q1	$8.55M	Buy	103,984 +55,982	+117%	+$4.62M	4.46%	8
2020 Q4	$3.98M	Buy	48,002 +19,841	+70%	+$1.64M	2.35%	10
2020 Q3	$2.34M	Buy	28,161 +17,805	+172%	+$1.48M	1.71%	12
2020 Q2	$860K	Buy	+10,356	New	+$856K	0.72%	29
2019 Q1	–	Sell	-10,740	Closed	-$843K	–	38
2018 Q4	$843K	Sell	10,740 -7,748	-42%	-$604K	1.18%	22
2018 Q3	$1.44M	Sell	18,488 -6,022	-25%	-$470K	1.08%	14
2018 Q2	$1.92M	Sell	24,510 -2,572	-9%	-$201K	1.71%	12
2018 Q1	$2.12M	Buy	27,082 +1,322	+5%	+$104K	2.3%	11
2017 Q4	$2.04M	Buy	+25,760	New	+$2.05M	1.83%	11

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

Kiley Juergens Wealth Management's BSV Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.8% in Q1 2026, selling an estimated $350K and leaving 60,505 shares worth $4.74M. The position accounts for 0.84% of the portfolio, ranked #22.

Kiley Juergens Wealth Management first reported a position in BSV in Q4 2017 and has held it in 29 quarters since. The position peaked at $17.2M in Q1 2022. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Kiley Juergens Wealth Management held 60,505 shares of Vanguard Short-Term Bond ETF worth $4.74M as of Q1 2026.
Kiley Juergens Wealth Management sold 4,439 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $350K.
Vanguard Short-Term Bond ETF made up 0.84% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #22 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 29 quarters since.
Kiley Juergens Wealth Management's Vanguard Short-Term Bond ETF position peaked at $17.2M in Q1 2022.
1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.