Pin Oak Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pin Oak Investment Advisors’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 Q4	–	Sell	-77	Closed	-$6K	–	472
2024 Q3	$6K	Buy	+77	New	+$6K	0.01%	371
2022 Q2	–	Sell	-41	Closed	-$3K	–	413
2022 Q1	$3K	Hold	41	–	–	﹤0.01%	382
2021 Q4	$3K	Hold	41	–	–	﹤0.01%	384
2021 Q3	$3K	Hold	41	–	–	﹤0.01%	362
2021 Q2	$3K	Buy	+41	New	+$3.37K	﹤0.01%	362
2019 Q4	–	Sell	-131	Closed	-$11K	–	396
2019 Q3	$11K	Hold	131	–	–	0.01%	315
2019 Q2	$11K	Sell	131 -455	-78%	-$36.3K	0.01%	342
2019 Q1	$47K	Buy	586 +131	+29%	+$10.3K	0.04%	189
2018 Q4	$36K	Buy	+455	New	+$35.5K	0.03%	197
2018 Q2	–	Sell	-399	Closed	-$31K	–	426
2018 Q1	$31K	Hold	399	–	–	0.03%	231
2017 Q4	$32K	Buy	+399	New	+$31.7K	0.02%	230

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pin Oak Investment Advisors's BSV Position: Q4 2024 in Review

Pin Oak Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 77 shares — an estimated $6K sold.

Pin Oak Investment Advisors first reported a position in BSV in Q4 2017 and held it in 11 quarters. The position peaked at $47K in Q1 2019. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Pin Oak Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 77 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $6K.
Pin Oak Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 11 quarters.
Pin Oak Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $47K in Q1 2019.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.