Principal Financial Group
BSV icon

Principal Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Principal Financial Group’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 		$29.3M Buy
373,249
+3,337
+0.9% +$263K 0.02% 700
2025
Q4 		$29.2M Buy
+369,912
New +$29.2M 0.01% 680
2021
Q4 		– Sell
-23,112
Closed -$1.89M – 2550
2021
Q3 		$1.89M Sell
23,112
-1,968
-8% -$162K ﹤0.01% 1877
2021
Q2 		$2.06M Buy
25,080
+1,660
+7% +$137K ﹤0.01% 1900
2021
Q1 		$1.93M Buy
23,420
+1,704
+8% +$141K ﹤0.01% 1861
2020
Q4 		$1.8M Buy
21,716
+3,504
+19% +$290K ﹤0.01% 1816
2020
Q3 		$1.51M Buy
18,212
+11,861
+187% +$986K ﹤0.01% 1793
2020
Q2 		$528K Sell
6,351
-1,919
-23% -$159K ﹤0.01% 1956
2020
Q1 		$680K Buy
8,270
+577
+8% +$46.9K ﹤0.01% 1806
2019
Q4 		$620K Buy
7,693
+217
+3% +$17.5K ﹤0.01% 1908
2019
Q3 		$604K Buy
7,476
+6
+0.1% +$484 ﹤0.01% 1911
2019
Q2 		$602K Buy
7,470
+777
+12% +$62K ﹤0.01% 1927
2019
Q1 		$533K Sell
6,693
-54
-0.8% -$4.26K ﹤0.01% 1920
2018
Q4 		$530K Buy
+6,747
New +$526K ﹤0.01% 1904

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group's BSV Position: Q1 2026 in Review

Principal Financial Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.9% in Q1 2026, buying an estimated $263K and bringing the position to 373,249 shares worth $29.3M. The position accounts for 0.02% of the portfolio, ranked #700.

Principal Financial Group first reported a position in BSV in Q4 2018 and has held it in 14 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Principal Financial Group held 373,249 shares of Vanguard Short-Term Bond ETF worth $29.3M as of Q1 2026.
  • Principal Financial Group bought 3,337 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $263K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Principal Financial Group's portfolio in Q1 2026, its #700 holding.
  • Principal Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 14 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.