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

Twele 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
2018 Q4	–	Sell	-15,910	Closed	-$1.39M	–	47
2018 Q3	$1.39M	Hold	15,910	–	–	0.32%	27
2018 Q2	$1.41M	Hold	15,910	–	–	0.33%	27
2018 Q1	$1.45M	Hold	15,910	–	–	0.33%	27
2017 Q4	$1.51M	Sell	15,910 -340	-2%	-$32K	0.35%	27
2017 Q3	$1.52M	Hold	16,250	–	–	0.37%	25
2017 Q2	$1.51M	Sell	16,250 -11,508	-41%	-$1.06M	0.38%	25
2017 Q1	$2.5M	Hold	27,758	–	–	0.65%	26
2016 Q4	$2.47M	Hold	27,758	–	–	0.66%	26
2016 Q3	$2.74M	Hold	27,758	–	–	0.74%	26
2016 Q2	$2.72M	Hold	27,758	–	–	0.76%	26
2016 Q1	$2.58M	Hold	27,758	–	–	0.74%	25
2015 Q4	$2.41M	Sell	27,758 -35,500	-56%	-$3.14M	0.73%	29
2015 Q3	$5.65M	Sell	63,258 -11,346	-15%	-$1.01M	1.68%	22
2015 Q2	$6.54M	Buy	74,604 +3,558	+5%	+$326K	1.86%	19
2015 Q1	$6.84M	Hold	71,046	–	–	1.94%	19
2014 Q4	$6.7M	Buy	71,046 +245	+0.3%	+$22.6K	1.94%	19
2014 Q3	$6.39M	Buy	70,801 +557	+0.8%	+$50.3K	1.9%	18
2014 Q2	$6.31M	Buy	70,244 +789	+1%	+$69.8K	1.88%	18
2014 Q1	$6.02M	Buy	69,455 +8,400	+14%	+$713K	1.82%	18
2013 Q4	$4.99M	Buy	+61,055	New	+$5.06M	1.57%	19

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BCMIO

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

TAIM

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Twele Capital Management's BLV Position: Q4 2018 in Review

Twele Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2018, closing a stake of 15,910 shares — an estimated $1.39M sold.

Twele Capital Management first reported a position in BLV in Q4 2013 and held it in 20 quarters. The position peaked at $6.84M in Q1 2015. 154 funds tracked by Wall St. Rank hold BLV as of Q4 2018.

Twele Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Twele Capital Management sold 15,910 Vanguard Long-Term Bond ETF shares in Q4 2018, an estimated $1.39M.
Twele Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2013 and held it in 20 quarters.
Twele Capital Management's Vanguard Long-Term Bond ETF position peaked at $6.84M in Q1 2015.
154 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2018.

Based on Twele Capital Management's 13F filing for Q4 2018, filed 17 Jan 2019.