Cardiff Park Advisors’s iShares Government/Credit Bond ETF GBF Stock Holding History

Cardiff Park Advisors’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 Q4	–	Sell	-291	Closed	-$29.1K	–	338
2023 Q3	$29.1K	Hold	291	–	–	﹤0.01%	282
2023 Q2	$30.3K	Hold	291	–	–	﹤0.01%	292
2023 Q1	$30.8K	Hold	291	–	–	﹤0.01%	285
2022 Q4	$29.9K	Hold	291	–	–	﹤0.01%	284
2022 Q3	$30K	Hold	291	–	–	﹤0.01%	287
2022 Q2	$31K	Hold	291	–	–	﹤0.01%	285
2022 Q1	$33K	Hold	291	–	–	﹤0.01%	286
2021 Q4	$35K	Buy	+291	New	+$35.4K	﹤0.01%	282

Other funds holding GBF

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

OIA

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

DWM

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

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

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cardiff Park Advisors's GBF Position: Q4 2023 in Review

Cardiff Park Advisors sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2023, closing a stake of 291 shares — an estimated $29.1K sold.

Cardiff Park Advisors first reported a position in GBF in Q4 2021 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 83 funds tracked by Wall St. Rank hold GBF as of Q4 2023.

Cardiff Park Advisors reported no remaining iShares Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
Cardiff Park Advisors sold 291 iShares Government/Credit Bond ETF shares in Q4 2023, an estimated $29.1K.
Cardiff Park Advisors first reported a position in iShares Government/Credit Bond ETF in Q4 2021 and held it in 8 quarters.
Cardiff Park Advisors's iShares Government/Credit Bond ETF position peaked at $35K in Q4 2021.
83 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2023.

Based on Cardiff Park Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.