Gradient Investments’s iShares Government/Credit Bond ETF GBF Stock Holding History

Gradient Investments’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	-165	Closed	-$17.4K	–	1464
2023 Q4	$17.4K	Buy	+165	New	+$16.7K	﹤0.01%	730
2016 Q3	–	Sell	-32	Closed	-$4K	–	730
2016 Q2	$4K	Buy	+32	New	+$3.7K	﹤0.01%	544

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

Gradient Investments's GBF Position: Q1 2024 in Review

Gradient Investments sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2024, closing a stake of 165 shares — an estimated $17.4K sold.

Gradient Investments first reported a position in GBF in Q2 2016 and held it in 2 quarters. The position peaked at $17.4K in Q4 2023. 75 funds tracked by Wall St. Rank hold GBF as of Q1 2024.

Gradient Investments reported no remaining iShares Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 165 iShares Government/Credit Bond ETF shares in Q1 2024, an estimated $17.4K.
Gradient Investments first reported a position in iShares Government/Credit Bond ETF in Q2 2016 and held it in 2 quarters.
Gradient Investments's iShares Government/Credit Bond ETF position peaked at $17.4K in Q4 2023.
75 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.