Envestnet Portfolio Solutions’s iShares Government/Credit Bond ETF GBF Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-4,054	Closed	-$414K	–	1644
2024 Q4	$414K	Buy	4,054 +494	+14%	+$51.3K	﹤0.01%	1330
2024 Q3	$380K	Sell	3,560 -114	-3%	-$12K	﹤0.01%	1334
2024 Q2	$377K	Buy	3,674 +26	+0.7%	+$2.65K	﹤0.01%	1255
2024 Q1	$378K	Sell	3,648 -1,210	-25%	-$125K	﹤0.01%	1237
2023 Q4	$511K	Sell	4,858 -288	-6%	-$29.1K	﹤0.01%	1039
2023 Q3	$515K	Buy	+5,146	New	+$526K	﹤0.01%	974

Other funds holding GBF

DWM

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

OIA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

CGFA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Envestnet Portfolio Solutions's GBF Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2025, closing a stake of 4,054 shares — an estimated $414K sold.

Envestnet Portfolio Solutions first reported a position in GBF in Q3 2023 and held it in 6 quarters. The position peaked at $515K in Q3 2023. 68 funds tracked by Wall St. Rank hold GBF as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining iShares Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,054 iShares Government/Credit Bond ETF shares in Q1 2025, an estimated $414K.
Envestnet Portfolio Solutions first reported a position in iShares Government/Credit Bond ETF in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's iShares Government/Credit Bond ETF position peaked at $515K in Q3 2023.
68 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.