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

High Point 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
2016 Q4	$17.4M	Buy	209,650 +207,785	+11,141%	+$17.6M	5.53%	3
2016 Q3	$163K	Buy	+1,865	New	+$164K	0.04%	141
2015 Q2	–	Sell	-378	Closed	-$33K	–	388
2015 Q1	$33K	Hold	378	–	–	0.01%	273
2014 Q4	$32K	Sell	378 -386	-51%	-$32.8K	0.01%	280
2014 Q3	$65K	Sell	764 -2,767	-78%	-$234K	0.02%	215
2014 Q2	$299K	Hold	3,531	–	–	0.1%	125
2014 Q1	$295K	Hold	3,531	–	–	0.1%	124
2013 Q4	$288K	Sell	3,531 -4,056	-53%	-$338K	0.1%	122
2013 Q3	$634K	Sell	7,587 -95,624	-93%	-$7.93M	0.22%	82
2013 Q2	$8.62M	Buy	+103,211	New	+$8.97M	2.91%	5

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

High Point Bank & Trust's BIV Position: Q4 2016 in Review

High Point Bank & Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11,141% in Q4 2016, buying an estimated $17.6M and bringing the position to 209,650 shares worth $17.4M. The position accounts for 5.53% of the portfolio, ranked #3.

High Point Bank & Trust first reported a position in BIV in Q2 2013 and has held it in 10 quarters since. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

High Point Bank & Trust held 209,650 shares of Vanguard Intermediate-Term Bond ETF worth $17.4M as of Q4 2016.
High Point Bank & Trust bought 207,785 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $17.6M.
Vanguard Intermediate-Term Bond ETF made up 5.53% of High Point Bank & Trust's portfolio in Q4 2016, its #3 holding.
High Point Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 10 quarters since.
326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.