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

Pines 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 Q3	$11.2M	Sell	146,287 -1,663	-1%	-$129K	3.18%	6
2026 Q2	$11.5M	Buy	147,950 +1,845	+1%	+$144K	3.31%	5
2026 Q1	$11.5M	Buy	146,105 +60,149	+70%	+$4.74M	3.71%	3
2025 Q4	$6.77M	Buy	85,956 +2,492	+3%	+$197K	2.19%	9
2025 Q3	$6.59M	Buy	83,464 +1,361	+2%	+$107K	2.22%	9
2025 Q2	$6.42M	Buy	82,103 +32,969	+67%	+$2.58M	2.27%	9
2025 Q1	$3.84M	Sell	49,134 -9,615	-16%	-$746K	1.78%	12
2024 Q4	$4.52M	Buy	+58,749	New	+$4.56M	1.97%	12

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Pines Wealth Management's BSV Position: Q3 2026 in Review

Pines Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q3 2026, selling an estimated $129K and leaving 146,287 shares worth $11.2M. The position accounts for 3.18% of the portfolio, ranked #6.

Pines Wealth Management first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q2 2026. 1,203 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Pines Wealth Management held 146,287 shares of Vanguard Short-Term Bond ETF worth $11.2M as of Q3 2026.
Pines Wealth Management sold 1,663 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $129K.
Vanguard Short-Term Bond ETF made up 3.18% of Pines Wealth Management's portfolio in Q3 2026, its #6 holding.
Pines Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Vanguard Short-Term Bond ETF position peaked at $11.5M in Q2 2026.
1,203 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.