FAM
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Family Asset Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

Family Asset 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
2023
Q4 		– Sell
-299
Closed -$29.9K – 194
2023
Q3 		$29.9K Buy
+299
New +$30.6K 0.02% 139

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Morgan Stanley
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OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Family Asset Management's GBF Position: Q4 2023 in Review

Family Asset Management sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2023, closing a stake of 299 shares — an estimated $29.9K sold.

Family Asset Management first reported a position in GBF in Q3 2023 and held it in 1 quarter. The position peaked at $29.9K in Q3 2023. 83 funds tracked by Wall St. Rank hold GBF as of Q4 2023.

  • Family Asset Management reported no remaining iShares Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Family Asset Management sold 299 iShares Government/Credit Bond ETF shares in Q4 2023, an estimated $29.9K.
  • Family Asset Management first reported a position in iShares Government/Credit Bond ETF in Q3 2023 and held it in 1 quarter.
  • Family Asset Management's iShares Government/Credit Bond ETF position peaked at $29.9K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2023.

Based on Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.