Founders Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Founders Bank & 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
2014 Q4	$13K	Hold	150	–	–	0.01%	280
2014 Q3	$13K	Hold	150	–	–	0.01%	273
2014 Q2	$13K	Hold	150	–	–	0.01%	275
2014 Q1	$12K	Hold	150	–	–	0.01%	274
2013 Q4	$13K	Hold	150	–	–	0.01%	295
2013 Q3	$13K	Hold	150	–	–	0.01%	253
2013 Q2	$13K	Buy	+150	New	+$13K	0.01%	235

Other funds holding BIV

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

DDSF

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

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Founders Bank & Trust's BIV Position: Q4 2014 in Review

Founders Bank & Trust held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2014 at 150 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #280.

Founders Bank & Trust first reported a position in BIV in Q2 2013 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold BIV as of Q4 2014.

Founders Bank & Trust held 150 shares of Vanguard Intermediate-Term Bond ETF worth $13K as of Q4 2014.
Founders Bank & Trust left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2014.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #280 holding.
Founders Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 7 quarters since.
203 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.