Pine Harbor Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pine Harbor Wealth 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 Q2	$928K	Sell	11,905 -54	-0.5%	-$4.21K	0.25%	40
2026 Q1	$938K	Sell	11,959 -3,628	-23%	-$286K	0.28%	34
2025 Q4	$1.23M	Sell	15,587 -9,284	-37%	-$732K	0.38%	31
2025 Q3	$1.96M	Sell	24,871 -2,584	-9%	-$203K	0.63%	22
2025 Q2	$2.16M	Sell	27,455 -2,580	-9%	-$202K	0.76%	22
2025 Q1	$2.35M	Sell	30,035 -2,520	-8%	-$196K	0.94%	20
2024 Q4	$2.52M	Buy	32,555 +1,782	+6%	+$138K	1.01%	18
2024 Q3	$2.42M	Sell	30,773 -5,163	-14%	-$402K	1.21%	17
2024 Q2	$2.76M	Sell	35,936 -3,950	-10%	-$301K	1.62%	15
2024 Q1	$3.06M	Buy	39,886 +848	+2%	+$65K	1.92%	13
2023 Q4	$3.01M	Buy	+39,038	New	+$2.96M	2.29%	12

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pine Harbor Wealth Management's BSV Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.45% in Q2 2026, selling an estimated $4.21K and leaving 11,905 shares worth $928K. The position accounts for 0.25% of the portfolio, ranked #40.

Pine Harbor Wealth Management first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.06M in Q1 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Pine Harbor Wealth Management held 11,905 shares of Vanguard Short-Term Bond ETF worth $928K as of Q2 2026.
Pine Harbor Wealth Management sold 54 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.21K.
Vanguard Short-Term Bond ETF made up 0.25% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #40 holding.
Pine Harbor Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Pine Harbor Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.06M in Q1 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.