LMKC
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L.M. Kohn & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

L.M. Kohn & Company’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
2022
Q4 		– Sell
-3,063
Closed -$226K – 223
2022
Q3 		$226K Buy
3,063
+95
+3% +$7.35K 0.11% 178
2022
Q2 		$231K Sell
2,968
-481
-14% -$37.7K 0.11% 198
2022
Q1 		$283K Buy
+3,449
New +$291K 0.11% 191

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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

L.M. Kohn & Company's BIV Position: Q4 2022 in Review

L.M. Kohn & Company sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 3,063 shares — an estimated $226K sold.

L.M. Kohn & Company first reported a position in BIV in Q1 2022 and held it in 3 quarters. The position peaked at $283K in Q1 2022. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • L.M. Kohn & Company reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,063 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $226K.
  • L.M. Kohn & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 3 quarters.
  • L.M. Kohn & Company's Vanguard Intermediate-Term Bond ETF position peaked at $283K in Q1 2022.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on L.M. Kohn & Company's 13F filing for Q4 2022, filed 8 Feb 2023.