TAT
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TD Ameritrade Trust’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

TD Ameritrade Trust’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-19
Closed -$2K – 45
2014
Q3 		$2K Buy
19
+1
+6% +$111 ﹤0.01% 43
2014
Q2 		$2K Hold
18
– – ﹤0.01% 41
2014
Q1 		$2K Hold
18
– – ﹤0.01% 40
2013
Q4 		$2K Hold
18
– – ﹤0.01% 40
2013
Q3 		$2K Hold
18
– – ﹤0.01% 40
2013
Q2 		$2K Buy
+18
New +$2.01K ﹤0.01% 43

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US Bancorp
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Bank of America
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NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
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UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
LPT
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return