BIM
BSV icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return