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

PMG Wealth Management’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
2026 Q1	$359K	Sell	4,593 -2,000	-30%	-$157K	0.26%	46
2025 Q4	$520K	Hold	6,593	–	–	0.38%	39
2025 Q3	$520K	Sell	6,593 -130	-2%	-$10.2K	0.4%	39
2025 Q2	$527K	Sell	6,723 -7,955	-54%	-$622K	0.44%	36
2025 Q1	$1.15M	Buy	14,678 +410	+3%	+$31.8K	1.22%	17
2024 Q4	$1.1M	Buy	+14,268	New	+$1.11M	1%	20

Other funds holding BSV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

PMG Wealth Management's BSV Position: Q1 2026 in Review

PMG Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 30% in Q1 2026, selling an estimated $157K and leaving 4,593 shares worth $359K. The position accounts for 0.26% of the portfolio, ranked #46.

PMG Wealth Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

PMG Wealth Management held 4,593 shares of Vanguard Short-Term Bond ETF worth $359K as of Q1 2026.
PMG Wealth Management sold 2,000 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $157K.
Vanguard Short-Term Bond ETF made up 0.26% of PMG Wealth Management's portfolio in Q1 2026, its #46 holding.
PMG Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
PMG Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.15M in Q1 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.