EverSource Wealth Advisors’s iShares Government/Credit Bond ETF GBF Stock Holding History

EverSource Wealth Advisors’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
2024 Q1	–	Sell	-31	Closed	-$3.22K	–	2933
2023 Q4	$3.22K	Sell	31 -363	-92%	-$36.7K	﹤0.01%	2028
2023 Q3	$39.4K	Sell	394 -256	-39%	-$26.2K	﹤0.01%	902
2023 Q2	$67.6K	Buy	+650	New	+$68.2K	0.01%	719

Other funds holding GBF

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

EverSource Wealth Advisors's GBF Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2024, closing a stake of 31 shares — an estimated $3.22K sold.

EverSource Wealth Advisors first reported a position in GBF in Q2 2023 and held it in 3 quarters. The position peaked at $67.6K in Q2 2023. 75 funds tracked by Wall St. Rank hold GBF as of Q1 2024.

EverSource Wealth Advisors reported no remaining iShares Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 31 iShares Government/Credit Bond ETF shares in Q1 2024, an estimated $3.22K.
EverSource Wealth Advisors first reported a position in iShares Government/Credit Bond ETF in Q2 2023 and held it in 3 quarters.
EverSource Wealth Advisors's iShares Government/Credit Bond ETF position peaked at $67.6K in Q2 2023.
75 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.