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 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

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

Pines Wealth Management's BSV Position: Q2 2026 in Review

Pines Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, buying an estimated $144K and bringing the position to 147,950 shares worth $11.5M. The position accounts for 3.31% of the portfolio, ranked #5.

Pines Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,355 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Pines Wealth Management held 147,950 shares of Vanguard Short-Term Bond ETF worth $11.5M as of Q2 2026.
Pines Wealth Management bought 1,845 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $144K.
Vanguard Short-Term Bond ETF made up 3.31% of Pines Wealth Management's portfolio in Q2 2026, its #5 holding.
Pines Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,355 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.