Baldwin Investment Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,480	Closed	-$229K	–	258
2021 Q1	$229K	Sell	8,480 -5,396	-39%	-$146K	0.04%	223
2020 Q4	$389K	Buy	13,876 +4,396	+46%	+$123K	0.08%	164
2020 Q3	$266K	Buy	+9,480	New	+$266K	0.06%	172