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BlackRock Institutional Trust’s Vanguard Long-Term Bond ETF BLV Stock Holding History

BlackRock Institutional Trust’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7,813
Closed -$702K – 3844
2014
Q2 		$702K Sell
7,813
-2,265
-22% -$200K ﹤0.01% 3509
2014
Q1 		$874K Buy
+10,078
New +$856K ﹤0.01% 3455
2013
Q4 		– Sell
-9,872
Closed -$820K – 3971
2013
Q3 		$820K Buy
9,872
+2,508
+34% +$208K ﹤0.01% 3413
2013
Q2 		$627K Buy
+7,364
New +$669K ﹤0.01% 3432

Other funds holding BLV

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock Institutional Trust's BLV Position: Q3 2014 in Review

BlackRock Institutional Trust sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2014, closing a stake of 7,813 shares — an estimated $702K sold.

BlackRock Institutional Trust first reported a position in BLV in Q2 2013 and held it in 4 quarters. The position peaked at $874K in Q1 2014. 65 funds tracked by Wall St. Rank hold BLV as of Q3 2014.

  • BlackRock Institutional Trust reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 7,813 Vanguard Long-Term Bond ETF shares in Q3 2014, an estimated $702K.
  • BlackRock Institutional Trust first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and held it in 4 quarters.
  • BlackRock Institutional Trust's Vanguard Long-Term Bond ETF position peaked at $874K in Q1 2014.
  • 65 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2014.

Based on BlackRock Institutional Trust's 13F filing for Q3 2014, filed 29 Oct 2014.