Boltwood Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Boltwood Capital Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,367	Closed	-$200K	–	122
2017 Q3	$200K	Hold	2,367	–	–	0.13%	118
2017 Q2	$200K	Sell	2,367 -121	-5%	-$10.2K	0.14%	116
2017 Q1	$208K	Hold	2,488	–	–	0.15%	108
2016 Q4	$206K	Sell	2,488 -1,174	-32%	-$99.7K	0.16%	104
2016 Q3	$321K	Hold	3,662	–	–	0.26%	93
2016 Q2	$323K	Sell	3,662 -440	-11%	-$38K	0.27%	90
2016 Q1	$354K	Sell	4,102 -75	-2%	-$6.36K	0.31%	84
2015 Q4	$347K	Buy	+4,177	New	+$352K	0.32%	80

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Boltwood Capital Management's BIV Position: Q4 2017 in Review

Boltwood Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2017, closing a stake of 2,367 shares — an estimated $200K sold.

Boltwood Capital Management first reported a position in BIV in Q4 2015 and held it in 8 quarters. The position peaked at $354K in Q1 2016. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

Boltwood Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
Boltwood Capital Management sold 2,367 Vanguard Intermediate-Term Bond ETF shares in Q4 2017, an estimated $200K.
Boltwood Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 8 quarters.
Boltwood Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $354K in Q1 2016.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on Boltwood Capital Management's 13F filing for Q4 2017, filed 10 Jan 2018.