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

LJI 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 Q2	$309K	Buy	3,965 +517	+15%	+$40.3K	0.04%	160
2026 Q1	$270K	Sell	3,448 -885	-20%	-$69.7K	0.04%	165
2025 Q4	$341K	Buy	+4,333	New	+$342K	0.05%	141
2025 Q3	–	Sell	-4,269	Closed	-$336K	–	188
2025 Q2	$336K	Buy	4,269 +922	+28%	+$72.1K	0.06%	136
2025 Q1	$262K	Buy	3,347 +17	+0.5%	+$1.32K	0.05%	148
2024 Q4	$257K	Buy	3,330 +32	+1%	+$2.48K	0.05%	147
2024 Q3	$260K	Buy	3,298 +23	+0.7%	+$1.79K	0.05%	164
2024 Q2	$251K	Sell	3,275 -183	-5%	-$14K	0.06%	157
2024 Q1	$265K	Sell	3,458 -969	-22%	-$74.3K	0.07%	124
2023 Q4	$341K	Buy	4,427 +163	+4%	+$12.3K	0.09%	125
2023 Q3	$321K	Sell	4,264 -241,280	-98%	-$18.2M	0.09%	116
2023 Q2	$326K	Buy	245,544 +240,033	+4,356%	+$18.3M	0.09%	109
2023 Q1	$422K	Buy	5,511 +1,203	+28%	+$91.2K	0.13%	84
2022 Q4	$324K	Buy	+4,308	New	+$323K	0.11%	91

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 22.96% 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

LJI Wealth Management's BSV Position: Q2 2026 in Review

LJI Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, buying an estimated $40.3K and bringing the position to 3,965 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #160.

LJI Wealth Management first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $422K in Q1 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

LJI Wealth Management held 3,965 shares of Vanguard Short-Term Bond ETF worth $309K as of Q2 2026.
LJI Wealth Management bought 517 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $40.3K.
Vanguard Short-Term Bond ETF made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #160 holding.
LJI Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's Vanguard Short-Term Bond ETF position peaked at $422K in Q1 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.