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Cedar Brook Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cedar Brook Financial Partners’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,522
Closed -$416K – 59
2024
Q1 		$416K Hold
5,522
– – 0.08% 236
2023
Q4 		$420K Buy
5,522
+741
+15% +$54.3K 0.09% 218
2023
Q3 		$346K Buy
4,781
+148
+3% +$10.9K 0.09% 225
2023
Q2 		$349K Buy
4,633
+7
+0.2% +$533 0.08% 252
2023
Q1 		$355K Buy
4,626
+24
+0.5% +$1.82K 0.09% 239
2022
Q4 		$342K Sell
4,602
-567
-11% -$42K 0.1% 240
2022
Q3 		$380K Buy
5,169
+356
+7% +$27.5K 0.12% 197
2022
Q2 		$374K Sell
4,813
-1,084
-18% -$85K 0.12% 200
2022
Q1 		$483K Buy
5,897
+72
+1% +$6.08K 0.13% 184
2021
Q4 		$510K Sell
5,825
-976
-14% -$86.6K 0.13% 183
2021
Q3 		$608K Sell
6,801
-350
-5% -$31.7K 0.18% 137
2021
Q2 		$643K Buy
7,151
+71
+1% +$6.34K 0.19% 136
2021
Q1 		$628K Buy
7,080
+971
+16% +$88.2K 0.22% 115
2020
Q4 		$567K Buy
6,109
+822
+16% +$76.6K 0.2% 124
2020
Q3 		$494K Sell
5,287
-355
-6% -$33.2K 0.19% 136
2020
Q2 		$526K Sell
5,642
-119
-2% -$10.9K 0.23% 123
2020
Q1 		$515K Buy
+5,761
New +$511K 0.29% 104

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Cedar Brook Financial Partners's BIV Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2024, closing a stake of 5,522 shares — an estimated $416K sold.

Cedar Brook Financial Partners first reported a position in BIV in Q1 2020 and held it in 17 quarters. The position peaked at $643K in Q2 2021. 826 funds tracked by Wall St. Rank hold BIV as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,522 Vanguard Intermediate-Term Bond ETF shares in Q2 2024, an estimated $416K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 17 quarters.
  • Cedar Brook Financial Partners's Vanguard Intermediate-Term Bond ETF position peaked at $643K in Q2 2021.
  • 826 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.