Klingman & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-2,147	Closed	-$188K	–	119
2016 Q3	$188K	Hold	2,147	–	–	0.06%	95
2016 Q2	$189K	Sell	2,147 -230	-10%	-$19.9K	0.06%	98
2016 Q1	$205K	Hold	2,377	–	–	0.07%	94
2015 Q4	$197K	Hold	2,377	–	–	0.07%	112
2015 Q3	$201K	Sell	2,377 -235	-9%	-$19.8K	0.08%	108
2015 Q2	$219K	Hold	2,612	–	–	0.09%	81
2015 Q1	$225K	Buy	2,612 +2,491	+2,059%	+$214K	0.09%	78
2014 Q4	$10K	Buy	+121	New	+$10.3K	﹤0.01%	282

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Klingman & Associates's BIV Position: Q4 2016 in Review

Klingman & Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2016, closing a stake of 2,147 shares — an estimated $188K sold.

Klingman & Associates first reported a position in BIV in Q4 2014 and held it in 8 quarters. The position peaked at $225K in Q1 2015. 326 funds tracked by Wall St. Rank hold BIV as of Q4 2016.

Klingman & Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 2,147 Vanguard Intermediate-Term Bond ETF shares in Q4 2016, an estimated $188K.
Klingman & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $225K in Q1 2015.
326 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.