Shelton Capital Management Ishares Core U.S. Aggregate Bo Transaction History

Shelton Capital Management

$3.85 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	N/A	-6,042 Closed	0 $0
Q4 2018 Jan 31, 2019	SELL	N/A	-817 Reduced 11.91%	6,042 $643,000
Q3 2018 Nov 14, 2018	SELL	N/A	-263 Reduced 3.69%	6,859 $724,000
Q2 2018 Aug 10, 2018	SELL	N/A	-417 Reduced 5.53%	7,122 $757,000
Q1 2018 May 15, 2018	SELL	N/A	-445 Reduced 5.57%	7,539 $809,000
Q4 2017 Feb 06, 2018	SELL	N/A	-807 Reduced 9.18%	7,984 $873,000
Q3 2017 Nov 28, 2017	BUY	N/A	8,791 New	8,791 $963,000
Q3 2017 Nov 14, 2017	SELL	N/A	-8,927 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	270 Added 3.12%	8,927 $978,000
Q1 2017 Nov 28, 2017	BUY	N/A	42 Added 0.49%	8,657 $939,000
Q4 2016 Nov 29, 2017	BUY	N/A	193 Added 2.29%	8,615 $931,000
Q3 2016 Dec 06, 2017	SELL	N/A	-193 Reduced 2.24%	8,422 $947,000
Q3 2016 Dec 04, 2017	BUY	N/A	8,615	8,615 $931,000

Others Institutions Holding AGG

# of Institutions

1,988

Shares Held

1.06B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.8 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.88 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.92 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.73 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.46 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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