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

Pioneer Wealth Management 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
2024 Q3	$10.1M	Sell	127,954 -41,711	-25%	-$3.25M	4.8%	7
2024 Q2	$13M	Buy	169,665 +15,898	+10%	+$1.21M	6.91%	4
2024 Q1	$11.8M	Sell	153,767 -58,617	-28%	-$4.5M	6.74%	4
2023 Q4	$16.4M	Sell	212,384 -13,083	-6%	-$990K	10.18%	4
2023 Q3	$16.9M	Sell	225,467 -1,535	-0.7%	-$116K	12.91%	1
2023 Q2	$17.2M	Buy	227,002 +27,219	+14%	+$2.07M	13.63%	1
2023 Q1	$15.3M	Buy	199,783 +27,154	+16%	+$2.06M	13.6%	1
2022 Q4	$13M	Buy	+172,629	New	+$13M	12.24%	2

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Pioneer Wealth Management Group's BSV Position: Q3 2024 in Review

Pioneer Wealth Management Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 25% in Q3 2024, selling an estimated $3.25M and leaving 127,954 shares worth $10.1M. The position accounts for 4.8% of the portfolio, ranked #7.

Pioneer Wealth Management Group first reported a position in BSV in Q4 2022 and has held it in 8 quarters since. The position peaked at $17.2M in Q2 2023. 1,144 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Pioneer Wealth Management Group held 127,954 shares of Vanguard Short-Term Bond ETF worth $10.1M as of Q3 2024.
Pioneer Wealth Management Group sold 41,711 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $3.25M.
Vanguard Short-Term Bond ETF made up 4.8% of Pioneer Wealth Management Group's portfolio in Q3 2024, its #7 holding.
Pioneer Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 8 quarters since.
Pioneer Wealth Management Group's Vanguard Short-Term Bond ETF position peaked at $17.2M in Q2 2023.
1,144 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2024, filed 7 Oct 2024.