Wind River Trust Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wind River Trust Company’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	-3,722	Closed	-$298K	–	9
2015 Q2	$298K	Hold	3,722	–	–	0.14%	9
2015 Q1	$299K	Buy	3,722 +6	+0.2%	+$482	0.14%	9
2014 Q4	$297K	Hold	3,716	–	–	0.16%	10
2014 Q3	$298K	Buy	3,716 +15	+0.4%	+$1.2K	0.15%	10
2014 Q2	$297K	Hold	3,701	–	–	0.16%	10
2014 Q1	$297K	Sell	3,701 -2,458	-40%	-$197K	0.17%	11
2013 Q4	$491K	Buy	6,159 +1,243	+25%	+$99.9K	0.22%	11
2013 Q3	$396K	Hold	4,916	–	–	0.14%	11
2013 Q2	$394K	Buy	+4,916	New	+$397K	0.21%	11

Other funds holding BSV

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

TCT

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Wind River Trust Company's BSV Position: Q3 2015 in Review

Wind River Trust Company sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2015, closing a stake of 3,722 shares — an estimated $298K sold.

Wind River Trust Company first reported a position in BSV in Q2 2013 and held it in 9 quarters. The position peaked at $491K in Q4 2013. 433 funds tracked by Wall St. Rank hold BSV as of Q3 2015.

Wind River Trust Company reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2015 after selling out during the quarter.
Wind River Trust Company sold 3,722 Vanguard Short-Term Bond ETF shares in Q3 2015, an estimated $298K.
Wind River Trust Company first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 9 quarters.
Wind River Trust Company's Vanguard Short-Term Bond ETF position peaked at $491K in Q4 2013.
433 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2015.

Based on Wind River Trust Company's 13F filing for Q3 2015, filed 20 Jul 2021.