PCG Asset Management
BSV icon

PCG Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PCG Asset 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
Q3 		– Sell
-87,365
Closed -$6.81M – 115
2026
Q2 		$6.81M Buy
87,365
+2,044
+2% +$160K 4.88% 2
2026
Q1 		$6.69M Buy
85,321
+6,821
+9% +$537K 5.35% 2
2025
Q4 		$6.27M Buy
78,500
+946
+1% +$74.6K 5% 2
2025
Q3 		$6.12M Buy
77,554
+2,240
+3% +$176K 4.91% 2
2025
Q2 		$5.93M Sell
75,314
-1,374
-2% -$107K 5.1% 2
2025
Q1 		$6M Buy
76,688
+4,109
+6% +$319K 5.62% 2
2024
Q4 		$5.61M Buy
+72,579
New +$5.63M 4.92% 2

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

PCG Asset Management's BSV Position: Q3 2026 in Review

PCG Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2026, closing a stake of 87,365 shares — an estimated $6.81M sold.

PCG Asset Management first reported a position in BSV in Q4 2024 and held it in 7 quarters. The position peaked at $6.81M in Q2 2026. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • PCG Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • PCG Asset Management sold 87,365 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $6.81M.
  • PCG Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 7 quarters.
  • PCG Asset Management's Vanguard Short-Term Bond ETF position peaked at $6.81M in Q2 2026.
  • 1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on PCG Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.