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Red Cedar Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Red Cedar Capital’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
2022
Q4 		$155K Hold
2,085
– – 0.1% 66
2022
Q3 		$153K Buy
2,085
+382
+22% +$29.6K 0.11% 66
2022
Q2 		$132K Buy
+1,703
New +$134K 0.09% 72

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Red Cedar Capital's BIV Position: Q4 2022 in Review

Red Cedar Capital held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2022 at 2,085 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #66.

Red Cedar Capital first reported a position in BIV in Q2 2022 and has held it in 3 quarters since. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

  • Red Cedar Capital held 2,085 shares of Vanguard Intermediate-Term Bond ETF worth $155K as of Q4 2022.
  • Red Cedar Capital left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2022.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Red Cedar Capital's portfolio in Q4 2022, its #66 holding.
  • Red Cedar Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.