Baldwin Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Baldwin Investment 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
2017 Q1	–	Sell	-3,150	Closed	-$250K	–	121
2016 Q4	$250K	Sell	3,150 -1,250	-28%	-$100K	0.1%	108
2016 Q3	$356K	Buy	+4,400	New	+$356K	0.15%	92
2016 Q2	–	Sell	-4,400	Closed	-$355K	–	121
2016 Q1	$355K	Hold	4,400	–	–	0.15%	93
2015 Q4	$350K	Hold	4,400	–	–	0.16%	93
2015 Q3	$354K	Hold	4,400	–	–	0.16%	95
2015 Q2	$353K	Hold	4,400	–	–	0.15%	100
2015 Q1	$354K	Hold	4,400	–	–	0.14%	101
2014 Q4	$352K	Sell	4,400 -2,500	-36%	-$201K	0.14%	100
2014 Q3	$552K	Buy	6,900 +4,400	+176%	+$353K	0.23%	73
2014 Q2	$201K	Hold	2,500	–	–	0.09%	129
2014 Q1	$200K	Buy	+2,500	New	+$200K	0.09%	132

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Baldwin Investment Management's BSV Position: Q1 2017 in Review

Baldwin Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2017, closing a stake of 3,150 shares — an estimated $250K sold.

Baldwin Investment Management first reported a position in BSV in Q1 2014 and held it in 11 quarters. The position peaked at $552K in Q3 2014. 564 funds tracked by Wall St. Rank hold BSV as of Q1 2017.

Baldwin Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
Baldwin Investment Management sold 3,150 Vanguard Short-Term Bond ETF shares in Q1 2017, an estimated $250K.
Baldwin Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and held it in 11 quarters.
Baldwin Investment Management's Vanguard Short-Term Bond ETF position peaked at $552K in Q3 2014.
564 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2017.

Based on Baldwin Investment Management's 13F filing for Q1 2017, filed 9 May 2017.