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

Pinnacle Wealth Management 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
2025 Q3	–	Sell	-4,323	Closed	-$340K	–	400
2025 Q2	$340K	Hold	4,323	–	–	0.03%	276
2025 Q1	$338K	Sell	4,323 -2,366	-35%	-$184K	0.03%	273
2024 Q4	$517K	Buy	6,689 +3,015	+82%	+$234K	0.05%	194
2024 Q3	$289K	Sell	3,674 -1,409	-28%	-$110K	0.03%	291
2024 Q2	$390K	Buy	+5,083	New	+$388K	0.04%	227

Other funds holding BSV

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

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

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

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

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

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

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

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

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

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

Pinnacle Wealth Management Advisory Group's BSV Position: Q3 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 4,323 shares — an estimated $340K sold.

Pinnacle Wealth Management Advisory Group first reported a position in BSV in Q2 2024 and held it in 5 quarters. The position peaked at $517K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Pinnacle Wealth Management Advisory Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 4,323 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $340K.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and held it in 5 quarters.
Pinnacle Wealth Management Advisory Group's Vanguard Short-Term Bond ETF position peaked at $517K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.