FBT
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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

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AUIM
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DDSF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return