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 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

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

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

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

Pines Wealth Management's BSV Position: Q1 2026 in Review

Pines Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 70% in Q1 2026, buying an estimated $4.74M and bringing the position to 146,105 shares worth $11.5M. The position accounts for 3.71% of the portfolio, ranked #3.

Pines Wealth Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Pines Wealth Management held 146,105 shares of Vanguard Short-Term Bond ETF worth $11.5M as of Q1 2026.
Pines Wealth Management bought 60,149 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $4.74M.
Vanguard Short-Term Bond ETF made up 3.71% of Pines Wealth Management's portfolio in Q1 2026, its #3 holding.
Pines Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.