Pinnacle Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$2.53M	Buy	+30,731	New	+$2.54M	0.12%	70
2020 Q2	–	Sell	-2,865	Closed	-$235K	–	164
2020 Q1	$235K	Sell	2,865 -47	-2%	-$3.82K	0.02%	143
2019 Q4	$235K	Sell	2,912 -512	-15%	-$41.3K	0.02%	155
2019 Q3	$277K	Hold	3,424	–	–	0.02%	143
2019 Q2	$276K	Sell	3,424 -75	-2%	-$5.98K	0.02%	142
2019 Q1	$278K	Buy	3,499 +842	+32%	+$66.4K	0.02%	136
2018 Q4	$209K	Buy	+2,657	New	+$207K	0.02%	147
2018 Q2	–	Sell	-10,029	Closed	-$787K	–	148
2018 Q1	$787K	Sell	10,029 -2,247	-18%	-$177K	0.05%	93
2017 Q4	$971K	Buy	12,276 +7,337	+149%	+$583K	0.06%	88
2017 Q3	$394K	Sell	4,939 -2,716	-35%	-$217K	0.02%	139
2017 Q2	$611K	Sell	7,655 -245	-3%	-$19.6K	0.04%	102
2017 Q1	$630K	Sell	7,900 -8,247	-51%	-$656K	0.04%	99
2016 Q4	$1.28M	Sell	16,147 -932	-5%	-$74.6K	0.09%	58
2016 Q3	$1.37M	Buy	17,079 +12,899	+309%	+$1.04M	0.12%	36
2016 Q2	$338K	Hold	4,180	–	–	0.03%	91
2016 Q1	$337K	Buy	+4,180	New	+$335K	0.03%	75
2015 Q4	–	Sell	-2,495	Closed	-$200K	–	115
2015 Q3	$200K	Buy	+2,495	New	+$200K	0.02%	99

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Advisory Group's BSV Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2021: 30,731 shares worth $2.53M. The stake represents 0.12% of the portfolio and ranks #70 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in BSV as recently as Q1 2020.

Pinnacle Advisory Group first reported a position in BSV in Q3 2015 and has held it in 17 quarters since. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

Pinnacle Advisory Group held 30,731 shares of Vanguard Short-Term Bond ETF worth $2.53M as of Q1 2021.
Vanguard Short-Term Bond ETF was a new Pinnacle Advisory Group position in Q1 2021.
Vanguard Short-Term Bond ETF made up 0.12% of Pinnacle Advisory Group's portfolio in Q1 2021, its #70 holding.
Pinnacle Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and has held it in 17 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.