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

HawsGoodwin 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
2020 Q4	–	Sell	-97,164	Closed	-$8.07M	–	105
2020 Q3	$8.07M	Buy	97,164 +39,016	+67%	+$3.24M	2.87%	7
2020 Q2	$4.83M	Sell	58,148 -7,129	-11%	-$590K	1.9%	15
2020 Q1	$5.36M	Buy	65,277 +37,589	+136%	+$3.05M	2.7%	9
2019 Q4	$2.23M	Buy	+27,688	New	+$2.23M	1.17%	26

Other funds holding BSV

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HawsGoodwin Investment Management's BSV Position: Q4 2020 in Review

HawsGoodwin Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 97,164 shares — an estimated $8.07M sold.

HawsGoodwin Investment Management first reported a position in BSV in Q4 2019 and held it in 4 quarters. The position peaked at $8.07M in Q3 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

HawsGoodwin Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
HawsGoodwin Investment Management sold 97,164 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $8.07M.
HawsGoodwin Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 4 quarters.
HawsGoodwin Investment Management's Vanguard Short-Term Bond ETF position peaked at $8.07M in Q3 2020.
993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.