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

Pinnacle Financial 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
2023 Q2	–	Sell	-3,310	Closed	-$253K	–	63
2023 Q1	$253K	Buy	+3,310	New	+$251K	0.15%	57
2022 Q4	–	Sell	-2,892	Closed	-$216K	–	67
2022 Q3	$216K	Hold	2,892	–	–	0.19%	53
2022 Q2	$222K	Sell	2,892 -175	-6%	-$13.5K	0.19%	52
2022 Q1	$239K	Buy	3,067 +80	+3%	+$6.35K	0.19%	58
2021 Q4	$241K	Buy	+2,987	New	+$243K	0.19%	60

Other funds holding BSV

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Pinnacle Financial Group's BSV Position: Q2 2023 in Review

Pinnacle Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 3,310 shares — an estimated $253K sold.

Pinnacle Financial Group first reported a position in BSV in Q4 2021 and held it in 5 quarters. The position peaked at $253K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Pinnacle Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Pinnacle Financial Group sold 3,310 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $253K.
Pinnacle Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 5 quarters.
Pinnacle Financial Group's Vanguard Short-Term Bond ETF position peaked at $253K in Q1 2023.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Pinnacle Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.