AF
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Affiance Financial’s iShares Government/Credit Bond ETF GBF Stock Holding History

Affiance Financial’s Portfolio GBF Stock Details GBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-56
Closed -$5.75K – 211
2022
Q4 		$5.75K Hold
56
– – ﹤0.01% 331
2022
Q3 		$6K Hold
56
– – ﹤0.01% 125
2022
Q2 		$6K Buy
+56
New +$6.09K ﹤0.01% 120

Other funds holding GBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Affiance Financial's GBF Position: Q1 2023 in Review

Affiance Financial sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2023, closing a stake of 56 shares — an estimated $5.75K sold.

Affiance Financial first reported a position in GBF in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q3 2022. 60 funds tracked by Wall St. Rank hold GBF as of Q1 2023.

  • Affiance Financial reported no remaining iShares Government/Credit Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 56 iShares Government/Credit Bond ETF shares in Q1 2023, an estimated $5.75K.
  • Affiance Financial first reported a position in iShares Government/Credit Bond ETF in Q2 2022 and held it in 3 quarters.
  • Affiance Financial's iShares Government/Credit Bond ETF position peaked at $6K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.