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Peirce Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Peirce Capital 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
2024
Q2 		– Sell
-7,896
Closed -$605K – 38
2024
Q1 		$605K Sell
7,896
-11,305
-59% -$867K 0.33% 21
2023
Q4 		$1.48M Buy
+19,201
New +$1.45M 0.89% 15

Other funds holding BSV

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Peirce Capital Management's BSV Position: Q2 2024 in Review

Peirce Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 7,896 shares — an estimated $605K sold.

Peirce Capital Management first reported a position in BSV in Q4 2023 and held it in 2 quarters. The position peaked at $1.48M in Q4 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Peirce Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Peirce Capital Management sold 7,896 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $605K.
  • Peirce Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 2 quarters.
  • Peirce Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.48M in Q4 2023.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Peirce Capital Management's 13F filing for Q2 2024, filed 3 Jul 2024.