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

Shelton 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
2016
Q3 		– Sell
-2,403
Closed -$236K – 789
2016
Q2 		$236K Hold
2,403
– – 0.02% 647
2016
Q1 		$224K Hold
2,403
– – 0.02% 671
2015
Q4 		$209K Hold
2,403
– – 0.02% 694
2015
Q3 		$215K Buy
+2,403
New +$214K 0.02% 676

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QI
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TAIM
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Wells Fargo
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Cambridge Investment Research Advisors
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IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Jane Street
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Shelton Capital Management's BLV Position: Q3 2016 in Review

Shelton Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2016, closing a stake of 2,403 shares — an estimated $236K sold.

Shelton Capital Management first reported a position in BLV in Q3 2015 and held it in 4 quarters. The position peaked at $236K in Q2 2016. 108 funds tracked by Wall St. Rank hold BLV as of Q3 2016.

  • Shelton Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Shelton Capital Management sold 2,403 Vanguard Long-Term Bond ETF shares in Q3 2016, an estimated $236K.
  • Shelton Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2015 and held it in 4 quarters.
  • Shelton Capital Management's Vanguard Long-Term Bond ETF position peaked at $236K in Q2 2016.
  • 108 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2016.

Based on Shelton Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.