Atria Investments’s iShares Government/Credit Bond ETF GBF Stock Holding History

Atria Investments’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
2025 Q1	–	Sell	-2,070	Closed	-$212K	–	1942
2024 Q4	$212K	Sell	2,070 -55	-3%	-$5.72K	﹤0.01%	1756
2024 Q3	$227K	Sell	2,125 -83	-4%	-$8.74K	﹤0.01%	1766
2024 Q2	$227K	Buy	+2,208	New	+$225K	﹤0.01%	1747
2020 Q1	–	Sell	-2,139	Closed	-$252K	–	779
2019 Q4	$252K	Buy	+2,139	New	+$253K	0.01%	1045
2019 Q3	–	Sell	-1,974	Closed	-$236K	–	906
2019 Q2	$236K	Buy	+1,974	New	+$225K	0.01%	839
2016 Q1	–	Sell	-2,897	Closed	-$326K	–	451
2015 Q4	$326K	Buy	+2,897	New	+$326K	0.04%	303
2014 Q1	–	Sell	-169,806	Closed	-$18.7M	–	440
2013 Q4	$18.7M	Buy	+169,806	New	+$18.7M	1.86%	9

Other funds holding GBF

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Investments's GBF Position: Q1 2025 in Review

Atria Investments sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2025, closing a stake of 2,070 shares — an estimated $212K sold.

Atria Investments first reported a position in GBF in Q4 2013 and held it in 7 quarters. The position peaked at $18.7M in Q4 2013. 68 funds tracked by Wall St. Rank hold GBF as of Q1 2025.

Atria Investments reported no remaining iShares Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 2,070 iShares Government/Credit Bond ETF shares in Q1 2025, an estimated $212K.
Atria Investments first reported a position in iShares Government/Credit Bond ETF in Q4 2013 and held it in 7 quarters.
Atria Investments's iShares Government/Credit Bond ETF position peaked at $18.7M in Q4 2013.
68 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.