Red Cedar Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Red Cedar Investment Management’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
2023 Q3	–	Sell	-12,863	Closed	-$935K	–	79
2023 Q2	$935K	Buy	12,863 +1,714	+15%	+$126K	0.14%	74
2023 Q1	$823K	Hold	11,149	–	–	0.13%	73
2022 Q4	$801K	Hold	11,149	–	–	0.13%	70
2022 Q3	$795K	Buy	11,149 +1,398	+14%	+$105K	0.14%	63
2022 Q2	$734K	Hold	9,751	–	–	0.12%	68
2022 Q1	$776K	Hold	9,751	–	–	0.11%	71
2021 Q4	$826K	Hold	9,751	–	–	0.1%	75
2021 Q3	$833K	Buy	9,751 +1,164	+14%	+$100K	0.11%	70
2021 Q2	$738K	Hold	8,587	–	–	0.1%	65
2021 Q1	$727K	Hold	8,587	–	–	0.09%	70
2020 Q4	$757K	Buy	8,587 +2,782	+48%	+$245K	0.11%	62
2020 Q3	$512K	Hold	5,805	–	–	0.09%	62
2020 Q2	$513K	Hold	5,805	–	–	0.12%	58
2020 Q1	$495K	Buy	+5,805	New	+$493K	0.21%	23
2019 Q2	–	Sell	-50,408	Closed	-$4.06M	–	25
2019 Q1	$4.06M	Sell	50,408 -75,336	-60%	-$6.02M	1.4%	15
2018 Q4	$9.96M	Buy	125,744 +212	+0.2%	+$16.6K	3.45%	11
2018 Q3	$9.88M	Buy	+125,532	New	+$9.92M	2.92%	10

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Red Cedar Investment Management's BND Position: Q3 2023 in Review

Red Cedar Investment Management sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 12,863 shares — an estimated $935K sold.

Red Cedar Investment Management first reported a position in BND in Q3 2018 and held it in 17 quarters. The position peaked at $9.96M in Q4 2018. 1,277 funds tracked by Wall St. Rank hold BND as of Q3 2023.

Red Cedar Investment Management reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
Red Cedar Investment Management sold 12,863 Vanguard Total Bond Market shares in Q3 2023, an estimated $935K.
Red Cedar Investment Management first reported a position in Vanguard Total Bond Market in Q3 2018 and held it in 17 quarters.
Red Cedar Investment Management's Vanguard Total Bond Market position peaked at $9.96M in Q4 2018.
1,277 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Red Cedar Investment Management's 13F filing for Q3 2023, filed 30 Oct 2023.