Dogwood Wealth Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

Dogwood Wealth Management’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 Q3	–	Sell	-2	Closed	-$183	–	769
2025 Q2	$183	Hold	2	–	–	﹤0.01%	667
2025 Q1	$183	Sell	2 -13	-87%	-$1.34K	﹤0.01%	516
2024 Q4	$1.51K	Buy	+15	New	+$1.56K	﹤0.01%	239
2024 Q2	–	Sell	-11,526	Closed	-$1.18M	–	628
2024 Q1	$1.19M	Buy	11,526 +1,329	+13%	+$138K	0.81%	28
2023 Q4	$1.07M	Buy	+10,197	New	+$1.03M	0.84%	28

Other funds holding GBF

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 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 $10.2B AUM 16.58% 1-Year Est. Return

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

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

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Dogwood Wealth Management's GBF Position: Q3 2025 in Review

Dogwood Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2025, closing a stake of 2 shares — an estimated $183 sold.

Dogwood Wealth Management first reported a position in GBF in Q4 2023 and held it in 5 quarters. The position peaked at $1.19M in Q1 2024. 63 funds tracked by Wall St. Rank hold GBF as of Q3 2025.

Dogwood Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
Dogwood Wealth Management sold 2 iShares Government/Credit Bond ETF shares in Q3 2025, an estimated $183.
Dogwood Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q4 2023 and held it in 5 quarters.
Dogwood Wealth Management's iShares Government/Credit Bond ETF position peaked at $1.19M in Q1 2024.
63 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.