Cypress Wealth Services’s iShares Government/Credit Bond ETF GBF Stock Holding History

Cypress Wealth Services’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 Q4	–	Sell	-3,576	Closed	-$377K	–	396
2025 Q3	$377K	Hold	3,576	–	–	0.06%	209
2025 Q2	$373K	Sell	3,576 -180	-5%	-$18.6K	0.07%	200
2025 Q1	$391K	Hold	3,756	–	–	0.08%	181
2024 Q4	$384K	Sell	3,756 -245	-6%	-$25.5K	0.08%	178
2024 Q3	$427K	Hold	4,001	–	–	0.09%	168
2024 Q2	$411K	Sell	4,001 -15	-0.4%	-$1.53K	0.09%	164
2024 Q1	$416K	Sell	4,016 -136	-3%	-$14.1K	0.1%	163
2023 Q4	$437K	Sell	4,152 -686	-14%	-$69.4K	0.11%	153
2023 Q3	$484K	Buy	+4,838	New	+$495K	0.13%	137

Other funds holding GBF

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Cypress Wealth Services's GBF Position: Q4 2025 in Review

Cypress Wealth Services sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2025, closing a stake of 3,576 shares — an estimated $377K sold.

Cypress Wealth Services first reported a position in GBF in Q3 2023 and held it in 9 quarters. The position peaked at $484K in Q3 2023. 61 funds tracked by Wall St. Rank hold GBF as of Q4 2025.

Cypress Wealth Services reported no remaining iShares Government/Credit Bond ETF position as of Q4 2025 after selling out during the quarter.
Cypress Wealth Services sold 3,576 iShares Government/Credit Bond ETF shares in Q4 2025, an estimated $377K.
Cypress Wealth Services first reported a position in iShares Government/Credit Bond ETF in Q3 2023 and held it in 9 quarters.
Cypress Wealth Services's iShares Government/Credit Bond ETF position peaked at $484K in Q3 2023.
61 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2025.

Based on Cypress Wealth Services's 13F filing for Q4 2025, filed 14 Jan 2026.