KWMG
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King Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

King Wealth Management Group’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,445
Closed -$435K – 114
2014
Q3 		$435K Buy
5,445
+1,324
+32% +$106K 0.27% 64
2014
Q2 		$330K Buy
4,121
+220
+6% +$17.6K 0.2% 72
2014
Q1 		$312K Buy
3,901
+476
+14% +$38.2K 0.22% 64
2013
Q4 		$274K Buy
+3,425
New +$275K 0.16% 101

Other funds holding BSV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return