Peak Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Peak Asset Management’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
2017 Q2	–	Sell	-6,794	Closed	-$568K	–	145
2017 Q1	$568K	Sell	6,794 -1,180	-15%	-$98.2K	0.22%	81
2016 Q4	$662K	Buy	7,974 +5,684	+248%	+$483K	0.26%	76
2016 Q3	$201K	Buy	+2,290	New	+$201K	0.08%	135

Other funds holding BIV

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

DDSF

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Peak Asset Management's BIV Position: Q2 2017 in Review

Peak Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2017, closing a stake of 6,794 shares — an estimated $568K sold.

Peak Asset Management first reported a position in BIV in Q3 2016 and held it in 3 quarters. The position peaked at $662K in Q4 2016. 334 funds tracked by Wall St. Rank hold BIV as of Q2 2017.

Peak Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2017 after selling out during the quarter.
Peak Asset Management sold 6,794 Vanguard Intermediate-Term Bond ETF shares in Q2 2017, an estimated $568K.
Peak Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and held it in 3 quarters.
Peak Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $662K in Q4 2016.
334 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2017.

Based on Peak Asset Management's 13F filing for Q2 2017, filed 31 Jul 2017.