Taylor Cottrill’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Taylor Cottrill’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
2015 Q4	$345K	Hold	4,150	–	–	0.18%	90
2015 Q3	$352K	Buy	4,150 +800	+24%	+$67.3K	0.19%	89
2015 Q2	$281K	Sell	3,350 -800	-19%	-$68K	0.14%	93
2015 Q1	$358K	Buy	4,150 +175	+4%	+$15K	0.17%	86
2014 Q4	$337K	Hold	3,975	–	–	0.16%	89
2014 Q3	$335K	Hold	3,975	–	–	0.16%	88
2014 Q2	$337K	Hold	3,975	–	–	0.16%	88
2014 Q1	$331K	Hold	3,975	–	–	0.17%	84
2013 Q4	$325K	Hold	3,975	–	–	0.17%	79
2013 Q3	$332K	Hold	3,975	–	–	0.19%	78
2013 Q2	$332K	Buy	+3,975	New	+$345K	0.19%	73

Other funds holding BIV

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

Taylor Cottrill's BIV Position: Q4 2015 in Review

Taylor Cottrill held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2015 at 4,150 shares worth $345K. The position accounts for 0.18% of the portfolio, ranked #90.

Taylor Cottrill first reported a position in BIV in Q2 2013 and has held it in 11 quarters since. The position peaked at $358K in Q1 2015. 261 funds tracked by Wall St. Rank hold BIV as of Q4 2015.

Taylor Cottrill held 4,150 shares of Vanguard Intermediate-Term Bond ETF worth $345K as of Q4 2015.
Taylor Cottrill left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2015.
Vanguard Intermediate-Term Bond ETF made up 0.18% of Taylor Cottrill's portfolio in Q4 2015, its #90 holding.
Taylor Cottrill first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 11 quarters since.
Taylor Cottrill's Vanguard Intermediate-Term Bond ETF position peaked at $358K in Q1 2015.
261 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2015.

Based on Taylor Cottrill's 13F filing for Q4 2015, filed 5 Feb 2016.