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 Q2	$260K	Sell	3,332 -906	-21%	-$70.7K	0.16%	66
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 $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

Nabity-Jensen Investment Management's BSV Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q2 2026, selling an estimated $70.7K and leaving 3,332 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #66.

Nabity-Jensen Investment Management first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q1 2024. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Nabity-Jensen Investment Management held 3,332 shares of Vanguard Short-Term Bond ETF worth $260K as of Q2 2026.
Nabity-Jensen Investment Management sold 906 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $70.7K.
Vanguard Short-Term Bond ETF made up 0.16% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #66 holding.
Nabity-Jensen Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Nabity-Jensen Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.62M in Q1 2024.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.