Nabity-Jensen Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Nabity-Jensen Investment 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	$332K	Hold	4,238	–	–	0.23%	61
2025 Q4	$334K	Hold	4,238	–	–	0.23%	55
2025 Q3	$334K	Hold	4,238	–	–	0.23%	56
2025 Q2	$334K	Hold	4,238	–	–	0.25%	56
2025 Q1	$332K	Sell	4,238 -1,002	-19%	-$77.8K	0.26%	56
2024 Q4	$405K	Hold	5,240	–	–	0.31%	50
2024 Q3	$412K	Hold	5,240	–	–	0.32%	50
2024 Q2	$402K	Sell	5,240 -15,793	-75%	-$1.2M	0.33%	50
2024 Q1	$1.62M	Buy	21,033 +654	+3%	+$50.2K	1.34%	16
2023 Q4	$1.57M	Buy	+20,379	New	+$1.54M	1.42%	16

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

Nabity-Jensen Investment Management's BSV Position: Q1 2026 in Review

Nabity-Jensen Investment Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 4,238 shares worth $332K. The position accounts for 0.23% of the portfolio, ranked #61.

Nabity-Jensen Investment Management first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.62M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Nabity-Jensen Investment Management held 4,238 shares of Vanguard Short-Term Bond ETF worth $332K as of Q1 2026.
Nabity-Jensen Investment Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.23% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #61 holding.
Nabity-Jensen Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Nabity-Jensen Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.62M in Q1 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.