D.L. Carlson Investment Group’s iShares Government/Credit Bond ETF GBF Stock Holding History

D.L. Carlson Investment Group’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
2026 Q2	$728K	Hold	7,008	–	–	0.12%	93
2026 Q1	$730K	Hold	7,008	–	–	0.13%	94
2025 Q4	$734K	Hold	7,008	–	–	0.12%	95
2025 Q3	$738K	Sell	7,008 -11,785	-63%	-$1.23M	0.12%	97
2025 Q2	$1.96M	Buy	+18,793	New	+$1.94M	0.36%	71

Other funds holding GBF

DWM

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

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

D.L. Carlson Investment Group's GBF Position: Q2 2026 in Review

D.L. Carlson Investment Group held its iShares Government/Credit Bond ETF (GBF) position steady in Q2 2026 at 7,008 shares worth $728K. The position accounts for 0.12% of the portfolio, ranked #93.

D.L. Carlson Investment Group first reported a position in GBF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.96M in Q2 2025. 59 funds tracked by Wall St. Rank hold GBF as of Q2 2026.

D.L. Carlson Investment Group held 7,008 shares of iShares Government/Credit Bond ETF worth $728K as of Q2 2026.
D.L. Carlson Investment Group left its iShares Government/Credit Bond ETF share count unchanged in Q2 2026.
iShares Government/Credit Bond ETF made up 0.12% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #93 holding.
D.L. Carlson Investment Group first reported a position in iShares Government/Credit Bond ETF in Q2 2025 and has held it in 5 quarters since.
D.L. Carlson Investment Group's iShares Government/Credit Bond ETF position peaked at $1.96M in Q2 2025.
59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.