Boaz Weinstein’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Boaz Weinstein’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
2015 Q3	–	Sell	-37,622	Closed	-$3.02M	–	108
2015 Q2	$3.02M	Buy	+37,622	New	+$3.02M	0.3%	63
2015 Q1	–	Sell	-3,114	Closed	-$249K	–	137
2014 Q4	$249K	Buy	+3,114	New	+$250K	0.02%	141
2014 Q3	–	Sell	-117,390	Closed	-$9.43M	–	187
2014 Q2	$9.43M	Buy	+117,390	New	+$9.42M	0.49%	50

Other funds holding BSV

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

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

TCT

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USAA

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

Boaz Weinstein's BSV Position: Q3 2015 in Review

Boaz Weinstein sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2015, closing a stake of 37,622 shares — an estimated $3.02M sold.

Boaz Weinstein first reported a position in BSV in Q2 2014 and held it in 3 quarters. The position peaked at $9.43M in Q2 2014. 434 funds tracked by Wall St. Rank hold BSV as of Q3 2015.

Boaz Weinstein reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2015 after selling out during the quarter.
Boaz Weinstein sold 37,622 Vanguard Short-Term Bond ETF shares in Q3 2015, an estimated $3.02M.
Boaz Weinstein first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and held it in 3 quarters.
Boaz Weinstein's Vanguard Short-Term Bond ETF position peaked at $9.43M in Q2 2014.
434 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2015.

Based on Saba Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.