Red Cedar Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Red Cedar Investment Management’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,723	Closed	-$942K	–	82
2023 Q2	$942K	Buy	20,723 +2,741	+15%	+$125K	0.14%	72
2023 Q1	$830K	Hold	17,982	–	–	0.13%	72
2022 Q4	$808K	Hold	17,982	–	–	0.13%	68
2022 Q3	$800K	Buy	17,982 +2,242	+14%	+$105K	0.14%	62
2022 Q2	$737K	Hold	15,740	–	–	0.12%	67
2022 Q1	$781K	Hold	15,740	–	–	0.11%	70
2021 Q4	$833K	Hold	15,740	–	–	0.1%	73
2021 Q3	$838K	Buy	15,740 +1,870	+13%	+$100K	0.11%	69
2021 Q2	$742K	Hold	13,870	–	–	0.1%	64
2021 Q1	$732K	Hold	13,870	–	–	0.09%	69
2020 Q4	$757K	Buy	13,870 +4,508	+48%	+$245K	0.11%	63
2020 Q3	$509K	Hold	9,362	–	–	0.09%	64
2020 Q2	$509K	Hold	9,362	–	–	0.12%	60
2020 Q1	$492K	Buy	+9,362	New	+$492K	0.21%	24

Other funds holding IUSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Red Cedar Investment Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2023, closing a stake of 20,723 shares — an estimated $942K sold.

Red Cedar Investment Management first reported a position in IUSB in Q1 2020 and held it in 14 quarters. The position peaked at $942K in Q2 2023. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

Red Cedar Investment Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
Red Cedar Investment Management sold 20,723 iShares Core Universal USD Bond ETF shares in Q3 2023, an estimated $942K.
Red Cedar Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and held it in 14 quarters.
Red Cedar Investment Management's iShares Core Universal USD Bond ETF position peaked at $942K in Q2 2023.
543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

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