Pinnacle Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pinnacle Wealth Advisors’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 Q2	$1.96M	Buy	+23,891	New	+$1.97M	0.08%	164

Other funds holding BSV

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Pinnacle Wealth Advisors's BSV Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2021: 23,891 shares worth $1.96M. The stake represents 0.08% of the portfolio and ranks #164 among its holdings.

1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

Pinnacle Wealth Advisors held 23,891 shares of Vanguard Short-Term Bond ETF worth $1.96M as of Q2 2021.
Vanguard Short-Term Bond ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Short-Term Bond ETF made up 0.08% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #164 holding.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.