Founders Bank & Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Founders Bank & Trust’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
2014 Q4	$27K	Hold	335	–	–	0.01%	218
2014 Q3	$27K	Hold	335	–	–	0.02%	209
2014 Q2	$27K	Hold	335	–	–	0.02%	210
2014 Q1	$27K	Hold	335	–	–	0.02%	204
2013 Q4	$27K	Hold	335	–	–	0.02%	213
2013 Q3	$27K	Buy	+335	New	+$26.8K	0.01%	187

Other funds holding BSV

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

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

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 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

MAA

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

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

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

Founders Bank & Trust held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2014 at 335 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #218.

Founders Bank & Trust first reported a position in BSV in Q3 2013 and has held it in 6 quarters since. 406 funds tracked by Wall St. Rank hold BSV as of Q4 2014.

Founders Bank & Trust held 335 shares of Vanguard Short-Term Bond ETF worth $27K as of Q4 2014.
Founders Bank & Trust left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2014.
Vanguard Short-Term Bond ETF made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #218 holding.
Founders Bank & Trust first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and has held it in 6 quarters since.
406 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2014.

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