Jackson Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jackson Wealth 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
2016 Q4	–	Sell	-83,898	Closed	-$7.31M	–	66
2016 Q3	$7.31M	Buy	83,898 +14,673	+21%	+$1.29M	2.77%	7
2016 Q2	$6.1M	Sell	69,225 -1,171	-2%	-$101K	2.27%	9
2016 Q1	$6.07M	Sell	70,396 -1,028	-1%	-$87.1K	2.34%	7
2015 Q4	$5.99M	Sell	71,424 -1,376	-2%	-$116K	2.37%	9
2015 Q3	$6.18M	Sell	72,800 -5,298	-7%	-$446K	2.21%	8
2015 Q2	$6.56M	Buy	78,098 +7,250	+10%	+$616K	2.22%	8
2015 Q1	$6.11M	Buy	70,848 +6,104	+9%	+$524K	1.97%	11
2014 Q4	$5.48M	Buy	+64,744	New	+$5.5M	1.79%	11

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

Jackson Wealth Management's BIV Position: Q4 2016 in Review

Jackson Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2016, closing a stake of 83,898 shares — an estimated $7.31M sold.

Jackson Wealth Management first reported a position in BIV in Q4 2014 and held it in 8 quarters. The position peaked at $7.31M in Q3 2016. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

Jackson Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
Jackson Wealth Management sold 83,898 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $7.31M.
Jackson Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and held it in 8 quarters.
Jackson Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $7.31M in Q3 2016.
326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on Jackson Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.