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

Kissinger 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
2017
Q2 		$228K Buy
+2,692
New +$227K 0.23% 68
2016
Q4 		– Sell
-2,365
Closed -$207K – 79
2016
Q3 		$207K Buy
+2,365
New +$208K 0.23% 70

Other funds holding BIV

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Kissinger Financial Services's BIV Position: Q2 2017 in Review

Kissinger Financial Services opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2017: 2,692 shares worth $228K. The stake represents 0.23% of the portfolio and ranks #68 among its holdings. This is a return to the name: Kissinger Financial Services previously reported a position in BIV as recently as Q3 2016.

Kissinger Financial Services first reported a position in BIV in Q3 2016 and has held it in 2 quarters since. 334 funds tracked by Wall St. Rank hold BIV as of Q2 2017.

  • Kissinger Financial Services held 2,692 shares of Vanguard Intermediate-Term Bond ETF worth $228K as of Q2 2017.
  • Vanguard Intermediate-Term Bond ETF was a new Kissinger Financial Services position in Q2 2017.
  • Vanguard Intermediate-Term Bond ETF made up 0.23% of Kissinger Financial Services's portfolio in Q2 2017, its #68 holding.
  • Kissinger Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • 334 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.