Cedar Hill Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cedar Hill Associates’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
2018 Q4	$9.86M	Sell	125,501 -46,828	-27%	-$3.65M	3.78%	4
2018 Q3	$13.4M	Buy	172,329 +16,517	+11%	+$1.29M	3.02%	5
2018 Q2	$12.2M	Buy	155,812 +88,579	+132%	+$6.92M	2.53%	5
2018 Q1	$5.27M	Buy	67,233 +5,463	+9%	+$429K	1.05%	45
2017 Q4	$4.89M	Buy	61,770 +10,742	+21%	+$854K	0.85%	49
2017 Q3	$4.07M	Buy	+51,028	New	+$4.08M	0.7%	50

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

BCMIO

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

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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Cedar Hill Associates's BSV Position: Q4 2018 in Review

Cedar Hill Associates reduced its Vanguard Short-Term Bond ETF (BSV) stake by 27% in Q4 2018, selling an estimated $3.65M and leaving 125,501 shares worth $9.86M. The position accounts for 3.78% of the portfolio, ranked #4.

Cedar Hill Associates first reported a position in BSV in Q3 2017 and has held it in 6 quarters since. The position peaked at $13.4M in Q3 2018. 705 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Cedar Hill Associates held 125,501 shares of Vanguard Short-Term Bond ETF worth $9.86M as of Q4 2018.
Cedar Hill Associates sold 46,828 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $3.65M.
Vanguard Short-Term Bond ETF made up 3.78% of Cedar Hill Associates's portfolio in Q4 2018, its #4 holding.
Cedar Hill Associates first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 6 quarters since.
Cedar Hill Associates's Vanguard Short-Term Bond ETF position peaked at $13.4M in Q3 2018.
705 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.