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

Kalos 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
2021
Q2 		– Sell
-3,261
Closed -$290K – 269
2021
Q1 		$290K Sell
3,261
-95
-3% -$8.63K 0.09% 227
2020
Q4 		$311K Buy
+3,356
New +$313K 0.13% 180

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kalos Management's BIV Position: Q2 2021 in Review

Kalos Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 3,261 shares — an estimated $290K sold.

Kalos Management first reported a position in BIV in Q4 2020 and held it in 2 quarters. The position peaked at $311K in Q4 2020. 637 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

  • Kalos Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Kalos Management sold 3,261 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $290K.
  • Kalos Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 2 quarters.
  • Kalos Management's Vanguard Intermediate-Term Bond ETF position peaked at $311K in Q4 2020.
  • 637 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Kalos Management's 13F filing for Q2 2021, filed 11 Aug 2021.