KAM
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Kraft Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kraft Asset Management’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
2025
Q2 		$507K Hold
6,561
– – 0.47% 25
2025
Q1 		$502K Hold
6,561
– – 0.46% 28
2024
Q4 		$489K Hold
6,561
– – 0.38% 33
2024
Q3 		$514K Hold
6,561
– – 0.4% 25
2024
Q2 		$491K Sell
6,561
-300
-4% -$22.3K 0.41% 24
2024
Q1 		$517K Hold
6,861
– – 0.42% 24
2023
Q4 		$524K Buy
6,861
+18
+0.3% +$1.32K 0.44% 24
2023
Q3 		$495K Buy
6,843
+159
+2% +$11.8K 0.47% 23
2023
Q2 		$503K Hold
6,684
– – 0.45% 23
2023
Q1 		$513K Sell
6,684
-135
-2% -$10.2K 0.46% 22
2022
Q4 		$507K Hold
6,819
– – 0.46% 21
2022
Q3 		$501K Buy
6,819
+1,503
+28% +$116K 0.51% 19
2022
Q2 		$413K Buy
+5,316
New +$417K 0.4% 20

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return