Cedar Capital’s Vanguard Total Bond Market BND Stock Holding History

Cedar Capital’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,765	Closed	-$244K	–	56
2020 Q4	$244K	Buy	+2,765	New	+$243K	0.44%	45
2020 Q3	–	Sell	-3,109	Closed	-$275K	–	174
2020 Q2	$275K	Buy	3,109 +13	+0.4%	+$1.14K	0.11%	155
2020 Q1	$264K	Buy	+3,096	New	+$263K	0.12%	132
2019 Q4	–	Sell	-3,112	Closed	-$263K	–	179
2019 Q3	$263K	Buy	+3,112	New	+$261K	0.12%	147

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

Cedar Capital's BND Position: Q1 2021 in Review

Cedar Capital sold out of Vanguard Total Bond Market (BND) in Q1 2021, closing a stake of 2,765 shares — an estimated $244K sold.

Cedar Capital first reported a position in BND in Q3 2019 and held it in 4 quarters. The position peaked at $275K in Q2 2020. 1,074 funds tracked by Wall St. Rank hold BND as of Q1 2021.

Cedar Capital reported no remaining Vanguard Total Bond Market position as of Q1 2021 after selling out during the quarter.
Cedar Capital sold 2,765 Vanguard Total Bond Market shares in Q1 2021, an estimated $244K.
Cedar Capital first reported a position in Vanguard Total Bond Market in Q3 2019 and held it in 4 quarters.
Cedar Capital's Vanguard Total Bond Market position peaked at $275K in Q2 2020.
1,074 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2021.

Based on Cedar Capital's 13F filing for Q1 2021, filed 7 May 2021.