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

Atria Wealth Solutions’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	-2,024	Closed	-$207K	–	1943
2024 Q4	$207K	Buy	2,024 +129	+7%	+$13.4K	﹤0.01%	1813
2024 Q3	$202K	Buy	+1,895	New	+$200K	﹤0.01%	1788
2022 Q2	–	Sell	-2,030	Closed	-$230K	–	1736
2022 Q1	$230K	Buy	+2,030	New	+$237K	﹤0.01%	1488

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 $351M AUM 17.99% 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 Wealth Solutions's GBF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2025, closing a stake of 2,024 shares — an estimated $207K sold.

Atria Wealth Solutions first reported a position in GBF in Q1 2022 and held it in 3 quarters. The position peaked at $230K in Q1 2022. 68 funds tracked by Wall St. Rank hold GBF as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,024 iShares Government/Credit Bond ETF shares in Q1 2025, an estimated $207K.
Atria Wealth Solutions first reported a position in iShares Government/Credit Bond ETF in Q1 2022 and held it in 3 quarters.
Atria Wealth Solutions's iShares Government/Credit Bond ETF position peaked at $230K in Q1 2022.
68 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.