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Horst & Graben Wealth Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

Horst & Graben 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
2023
Q4 		– Sell
-4,453
Closed -$446K – 143
2023
Q3 		$446K Buy
+4,453
New +$455K 0.11% 81

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Horst & Graben Wealth Management's GBF Position: Q4 2023 in Review

Horst & Graben Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2023, closing a stake of 4,453 shares — an estimated $446K sold.

Horst & Graben Wealth Management first reported a position in GBF in Q3 2023 and held it in 1 quarter. The position peaked at $446K in Q3 2023. 83 funds tracked by Wall St. Rank hold GBF as of Q4 2023.

  • Horst & Graben Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 4,453 iShares Government/Credit Bond ETF shares in Q4 2023, an estimated $446K.
  • Horst & Graben Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q3 2023 and held it in 1 quarter.
  • Horst & Graben Wealth Management's iShares Government/Credit Bond ETF position peaked at $446K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.