PWMAI
BSV icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q1 		– Sell
-118
Closed -$9.09K – 351
2023
Q4 		$9.09K Buy
+118
New +$8.93K 0.01% 252
2023
Q2 		– Sell
-107
Closed -$8.18K – 277
2023
Q1 		$8.18K Buy
+107
New +$8.11K 0.01% 222

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BSV Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 118 shares — an estimated $9.09K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BSV in Q1 2023 and held it in 2 quarters. The position peaked at $9.09K in Q4 2023. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 118 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $9.09K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Short-Term Bond ETF position peaked at $9.09K in Q4 2023.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.