Kanaly Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kanaly 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	$60K	Hold	719	–	–	0.01%	266
2016 Q3	$63K	Hold	719	–	–	0.01%	255
2016 Q2	$63K	Hold	719	–	–	0.01%	265
2016 Q1	$62K	Hold	719	–	–	0.01%	263
2015 Q4	$60K	Hold	719	–	–	0.01%	270
2015 Q3	$61K	Hold	719	–	–	0.01%	261
2015 Q2	$60K	Hold	719	–	–	0.01%	284
2015 Q1	$62K	Hold	719	–	–	0.01%	258
2014 Q4	$61K	Hold	719	–	–	0.01%	273
2014 Q3	$61K	Hold	719	–	–	0.01%	276
2014 Q2	$61K	Hold	719	–	–	0.01%	289
2014 Q1	$60K	Hold	719	–	–	0.01%	286
2013 Q4	$59K	Buy	+719	New	+$60K	0.01%	285

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

Kanaly Trust's BIV Position: Q4 2016 in Review

Kanaly Trust held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2016 at 719 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #266.

Kanaly Trust first reported a position in BIV in Q4 2013 and has held it in 13 quarters since. The position peaked at $63K in Q3 2016. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

Kanaly Trust held 719 shares of Vanguard Intermediate-Term Bond ETF worth $60K as of Q4 2016.
Kanaly Trust left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2016.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #266 holding.
Kanaly Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Vanguard Intermediate-Term Bond ETF position peaked at $63K in Q3 2016.
326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.