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Kelly Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kelly Financial Services’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
2025
Q1 		– Sell
-3,124
Closed -$233K – 116
2024
Q4 		$233K Sell
3,124
-2,618
-46% -$199K 0.08% 104
2024
Q3 		$450K Hold
5,742
– – 0.17% 67
2024
Q2 		$430K Buy
5,742
+150
+3% +$11.1K 0.15% 66
2024
Q1 		$422K Sell
5,592
-427
-7% -$32.2K 0.16% 70
2023
Q4 		$460K Sell
6,019
-255
-4% -$18.7K 0.19% 62
2023
Q3 		$454K Sell
6,274
-2,242
-26% -$166K 0.21% 59
2023
Q2 		$641K Sell
8,516
-309
-4% -$23.5K 0.3% 44
2023
Q1 		$677K Buy
8,825
+1,372
+18% +$104K 0.34% 36
2022
Q4 		$554K Sell
7,453
-58
-0.8% -$4.3K 0.29% 42
2022
Q3 		$552K Sell
7,511
-66
-0.9% -$5.11K 0.32% 38
2022
Q2 		$588K Buy
7,577
+2,187
+41% +$171K 0.31% 42
2022
Q1 		$441K Sell
5,390
-106
-2% -$8.95K 0.2% 48
2021
Q4 		$482K Buy
5,496
+439
+9% +$38.9K 0.22% 38
2021
Q3 		$452K Sell
5,057
-227,511
-98% -$20.6M 0.25% 35
2021
Q2 		$2.58M Buy
+232,568
New +$20.8M 0.1% 63
2020
Q1 		– Sell
-35
Closed -$3.07K – 587
2019
Q4 		$3.07K Buy
+35
New +$3.06K ﹤0.01% 363

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Kelly Financial Services's BIV Position: Q1 2025 in Review

Kelly Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 3,124 shares — an estimated $233K sold.

Kelly Financial Services first reported a position in BIV in Q4 2019 and held it in 16 quarters. The position peaked at $2.58M in Q2 2021. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Kelly Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kelly Financial Services sold 3,124 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $233K.
  • Kelly Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 16 quarters.
  • Kelly Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $2.58M in Q2 2021.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Kelly Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.