KLS Professional Advisors Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

KLS Professional Advisors Group’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
2019 Q2	$5.29M	Hold	61,210	–	–	0.25%	11
2019 Q1	$5.14M	Hold	61,210	–	–	0.28%	11
2018 Q4	$4.98M	Hold	61,210	–	–	0.3%	11
2018 Q3	$4.93M	Hold	61,210	–	–	0.79%	9
2018 Q2	$4.96M	Hold	61,210	–	–	0.84%	9
2018 Q1	$5M	Buy	+61,210	New	+$5.02M	0.81%	12

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DDSF

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

KLS Professional Advisors Group's BIV Position: Q2 2019 in Review

KLS Professional Advisors Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2019 at 61,210 shares worth $5.29M. The position accounts for 0.25% of the portfolio, ranked #11.

KLS Professional Advisors Group first reported a position in BIV in Q1 2018 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold BIV as of Q2 2019.

KLS Professional Advisors Group held 61,210 shares of Vanguard Intermediate-Term Bond ETF worth $5.29M as of Q2 2019.
KLS Professional Advisors Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2019.
Vanguard Intermediate-Term Bond ETF made up 0.25% of KLS Professional Advisors Group's portfolio in Q2 2019, its #11 holding.
KLS Professional Advisors Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 6 quarters since.
418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2019.

Based on KLS Professional Advisors Group's 13F filing for Q2 2019, filed 9 Jul 2019.