Capital Guardian Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Guardian Trust’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
2018 Q4	–	Sell	-7,650	Closed	-$616K	–	284
2018 Q3	$616K	Buy	+7,650	New	+$619K	0.01%	202
2014 Q3	–	Sell	-300	Closed	-$25K	–	644
2014 Q2	$25K	Buy	+300	New	+$25.2K	﹤0.01%	430

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

TAIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Guardian Trust's BIV Position: Q4 2018 in Review

Capital Guardian Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2018, closing a stake of 7,650 shares — an estimated $616K sold.

Capital Guardian Trust first reported a position in BIV in Q2 2014 and held it in 2 quarters. The position peaked at $616K in Q3 2018. 405 funds tracked by Wall St. Rank hold BIV as of Q4 2018.

Capital Guardian Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 7,650 Vanguard Intermediate-Term Bond ETF shares in Q4 2018, an estimated $616K.
Capital Guardian Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and held it in 2 quarters.
Capital Guardian Trust's Vanguard Intermediate-Term Bond ETF position peaked at $616K in Q3 2018.
405 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.