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 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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

USAA

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

Boys Arnold & Co's BSV Position: Q4 2016 in Review

Boys Arnold & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2016, closing a stake of 12,817 shares — an estimated $1.04M sold.

Boys Arnold & Co first reported a position in BSV in Q2 2013 and held it in 14 quarters. The position peaked at $1.92M in Q4 2015. 556 funds tracked by Wall St. Rank hold BSV as of Q4 2016.

Boys Arnold & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
Boys Arnold & Co sold 12,817 Vanguard Short-Term Bond ETF shares in Q4 2016, an estimated $1.04M.
Boys Arnold & Co first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 14 quarters.
Boys Arnold & Co's Vanguard Short-Term Bond ETF position peaked at $1.92M in Q4 2015.
556 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2016.

Based on Boys Arnold & Co's 13F filing for Q4 2016, filed 27 Jan 2017.