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Atwood & Palmer’s iShares Government/Credit Bond ETF GBF Stock Holding History

Atwood & Palmer’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
2024
Q4 		– Sell
-28
Closed -$2.99K – 477
2024
Q3 		$2.99K Hold
28
– – ﹤0.01% 394
2024
Q2 		$2.88K Buy
+28
New +$2.86K ﹤0.01% 383

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Atwood & Palmer's GBF Position: Q4 2024 in Review

Atwood & Palmer sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2024, closing a stake of 28 shares — an estimated $2.99K sold.

Atwood & Palmer first reported a position in GBF in Q2 2024 and held it in 2 quarters. The position peaked at $2.99K in Q3 2024. 79 funds tracked by Wall St. Rank hold GBF as of Q4 2024.

  • Atwood & Palmer reported no remaining iShares Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atwood & Palmer sold 28 iShares Government/Credit Bond ETF shares in Q4 2024, an estimated $2.99K.
  • Atwood & Palmer first reported a position in iShares Government/Credit Bond ETF in Q2 2024 and held it in 2 quarters.
  • Atwood & Palmer's iShares Government/Credit Bond ETF position peaked at $2.99K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.