Maryland Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Maryland Capital Management’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
2020 Q4	–	Sell	-13,704	Closed	-$1.53M	–	223
2020 Q3	$1.53M	Sell	13,704 -2,064	-13%	-$235K	0.13%	85
2020 Q2	$1.76M	Buy	15,768 +890	+6%	+$97.2K	0.16%	73
2020 Q1	$1.59M	Buy	14,878 +11,422	+330%	+$1.19M	0.19%	76
2019 Q4	$347K	Sell	3,456 -10,788	-76%	-$1.09M	0.04%	148
2019 Q3	$1.46M	Buy	+14,244	New	+$1.43M	0.17%	84
2015 Q2	–	Sell	-2,290	Closed	-$221K	–	179
2015 Q1	$221K	Buy	+2,290	New	+$221K	0.03%	166

Other funds holding BLV

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCMIO

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Maryland Capital Management's BLV Position: Q4 2020 in Review

Maryland Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2020, closing a stake of 13,704 shares — an estimated $1.53M sold.

Maryland Capital Management first reported a position in BLV in Q1 2015 and held it in 6 quarters. The position peaked at $1.76M in Q2 2020. 267 funds tracked by Wall St. Rank hold BLV as of Q4 2020.

Maryland Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
Maryland Capital Management sold 13,704 Vanguard Long-Term Bond ETF shares in Q4 2020, an estimated $1.53M.
Maryland Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2015 and held it in 6 quarters.
Maryland Capital Management's Vanguard Long-Term Bond ETF position peaked at $1.76M in Q2 2020.
267 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2020.

Based on Maryland Capital Management's 13F filing for Q4 2020, filed 11 Feb 2021.