KKAMG
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Kernodle & Katon Asset Management Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Kernodle & Katon Asset Management Group’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-65
Closed -$6K – 332
2016
Q4 		$6K Hold
65
– – ﹤0.01% 244
2016
Q3 		$6K Hold
65
– – ﹤0.01% 283
2016
Q2 		$6K Buy
+65
New +$6.14K 0.01% 242

Other funds holding BLV

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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Kernodle & Katon Asset Management Group's BLV Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2017, closing a stake of 65 shares — an estimated $6K sold.

Kernodle & Katon Asset Management Group first reported a position in BLV in Q2 2016 and held it in 3 quarters. The position peaked at $6K in Q4 2016. 119 funds tracked by Wall St. Rank hold BLV as of Q1 2017.

  • Kernodle & Katon Asset Management Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 65 Vanguard Long-Term Bond ETF shares in Q1 2017, an estimated $6K.
  • Kernodle & Katon Asset Management Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2016 and held it in 3 quarters.
  • Kernodle & Katon Asset Management Group's Vanguard Long-Term Bond ETF position peaked at $6K in Q4 2016.
  • 119 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.