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

Private 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
2026
Q1 		$347K Hold
4,420
– – 0.01% 259
2025
Q4 		$348K Hold
4,420
– – 0.01% 255
2025
Q3 		$349K Hold
4,420
– – 0.01% 241
2025
Q2 		$348K Buy
4,420
+136
+3% +$10.6K 0.01% 227
2025
Q1 		$335K Sell
4,284
-455
-10% -$35.3K 0.01% 179
2024
Q4 		$366K Sell
4,739
-4,820
-50% -$374K 0.01% 171
2024
Q3 		$752K Sell
9,559
-2,003
-17% -$156K 0.03% 146
2024
Q2 		$887K Sell
11,562
-161
-1% -$12.3K 0.03% 144
2024
Q1 		$899K Buy
11,723
+4,533
+63% +$348K 0.03% 143
2023
Q4 		$554K Buy
7,190
+4,522
+169% +$342K 0.02% 155
2023
Q3 		$201K Buy
+2,668
New +$201K 0.01% 183

Other funds holding BSV

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JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return