BAC
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Boys Arnold & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Boys Arnold & Co’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
2016
Q4 		– Sell
-12,817
Closed -$1.04M – 272
2016
Q3 		$1.04M Hold
12,817
– – 0.18% 135
2016
Q2 		$1.04M Buy
12,817
+747
+6% +$60.2K 0.18% 129
2016
Q1 		$973K Sell
12,070
-12,070
-50% -$968K 0.38% 69
2015
Q4 		$1.92M Buy
24,140
+8,245
+52% +$660K 0.21% 115
2015
Q3 		$1.28M Hold
15,895
– – 0.27% 104
2015
Q2 		$1.27M Sell
15,895
-3,405
-18% -$273K 0.25% 107
2015
Q1 		$1.55M Hold
19,300
– – 0.3% 97
2014
Q4 		$1.54M Buy
19,300
+9,000
+87% +$722K 0.3% 93
2014
Q3 		$825K Hold
10,300
– – 0.16% 124
2014
Q2 		$828K Hold
10,300
– – 0.14% 134
2014
Q1 		$825K Hold
10,300
– – 0.15% 128
2013
Q4 		$823K Hold
10,300
– – 0.16% 113
2013
Q3 		$828K Hold
10,300
– – 0.17% 106
2013
Q2 		$825K Buy
+10,300
New +$832K 0.18% 103

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return