Foothills Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Foothills Asset Management’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
2017 Q1	–	Sell	-6,145	Closed	-$510K	–	58
2016 Q4	$510K	Sell	6,145 -20,740	-77%	-$1.76M	0.39%	50
2016 Q3	$2.36M	Sell	26,885 -1,210	-4%	-$106K	1.78%	25
2016 Q2	$2.47M	Sell	28,095 -910	-3%	-$78.7K	1.95%	20
2016 Q1	$2.5M	Sell	29,005 -5	-0%	-$424	2.11%	21
2015 Q4	$2.41M	Sell	29,010 -995	-3%	-$83.8K	2.3%	21
2015 Q3	$2.55M	Sell	30,005 -1,030	-3%	-$86.7K	2.66%	14
2015 Q2	$2.6M	Sell	31,035 -1,790	-5%	-$152K	2.2%	17
2015 Q1	$2.83M	Buy	32,825 +750	+2%	+$64.4K	2.29%	17
2014 Q4	$2.72M	Sell	32,075 -1,025	-3%	-$87.2K	2.23%	18
2014 Q3	$2.79M	Sell	33,100 -725	-2%	-$61.3K	2.27%	15
2014 Q2	$2.87M	Buy	+33,825	New	+$2.84M	2.21%	16

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foothills Asset Management's BIV Position: Q1 2017 in Review

Foothills Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2017, closing a stake of 6,145 shares — an estimated $510K sold.

Foothills Asset Management first reported a position in BIV in Q2 2014 and held it in 11 quarters. The position peaked at $2.87M in Q2 2014. 332 funds tracked by Wall St. Rank hold BIV as of Q1 2017.

Foothills Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
Foothills Asset Management sold 6,145 Vanguard Intermediate-Term Bond ETF shares in Q1 2017, an estimated $510K.
Foothills Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and held it in 11 quarters.
Foothills Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.87M in Q2 2014.
332 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2017.

Based on Foothills Asset Management's 13F filing for Q1 2017, filed 12 Apr 2017.