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Red Cedar Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Red Cedar Investment Management’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,116
Closed -$798K – 81
2023
Q2 		$798K Buy
+17,116
New +$804K 0.12% 80

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Red Cedar Investment Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2023, closing a stake of 17,116 shares — an estimated $798K sold.

Red Cedar Investment Management first reported a position in ISTB in Q2 2023 and held it in 1 quarter. The position peaked at $798K in Q2 2023. 359 funds tracked by Wall St. Rank hold ISTB as of Q3 2023.

  • Red Cedar Investment Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Red Cedar Investment Management sold 17,116 iShares Core 1-5 Year USD Bond ETF shares in Q3 2023, an estimated $798K.
  • Red Cedar Investment Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2023 and held it in 1 quarter.
  • Red Cedar Investment Management's iShares Core 1-5 Year USD Bond ETF position peaked at $798K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2023.

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