Cary Street Partners Investment Advisory’s iShares Government/Credit Bond ETF GBF Stock Holding History

Cary Street Partners Investment Advisory’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	-7	Closed	-$700	–	1064
2023 Q3	$700	Buy	+7	New	+$716	﹤0.01%	1771

Other funds holding GBF

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $91.6B AUM 29.2% 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

Cary Street Partners Investment Advisory's GBF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2023, closing a stake of 7 shares — an estimated $700 sold.

Cary Street Partners Investment Advisory first reported a position in GBF in Q3 2023 and held it in 1 quarter. The position peaked at $700 in Q3 2023. 83 funds tracked by Wall St. Rank hold GBF as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 7 iShares Government/Credit Bond ETF shares in Q4 2023, an estimated $700.
Cary Street Partners Investment Advisory first reported a position in iShares Government/Credit Bond ETF in Q3 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's iShares Government/Credit Bond ETF position peaked at $700 in Q3 2023.
83 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.