Cedar Brook Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cedar Brook Financial Partners’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,991	Closed	-$306K	–	65
2024 Q1	$306K	Buy	3,991 +68	+2%	+$5.22K	0.06%	306
2023 Q4	$302K	Sell	3,923 -347	-8%	-$26.3K	0.07%	291
2023 Q3	$321K	Buy	4,270 +1,340	+46%	+$101K	0.08%	240
2023 Q2	$221K	Sell	2,930 -73	-2%	-$5.56K	0.05%	352
2023 Q1	$230K	Buy	3,003 +43	+1%	+$3.26K	0.06%	328
2022 Q4	$223K	Sell	2,960 -309	-9%	-$23.2K	0.06%	328
2022 Q3	$245K	Buy	3,269 +13	+0.4%	+$993	0.08%	279
2022 Q2	$250K	Buy	+3,256	New	+$251K	0.08%	276

Other funds holding BSV

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 3,991 shares — an estimated $306K sold.

Cedar Brook Financial Partners first reported a position in BSV in Q2 2022 and held it in 8 quarters. The position peaked at $321K in Q3 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,991 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $306K.
Cedar Brook Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 8 quarters.
Cedar Brook Financial Partners's Vanguard Short-Term Bond ETF position peaked at $321K in Q3 2023.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

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