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Howe & Rusling’s iShares Government/Credit Bond ETF GBF Stock Holding History

Howe & Rusling’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
-20
Closed -$2.1K – 390
2023
Q4 		$2.1K Buy
+20
New +$2.02K ﹤0.01% 360

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Howe & Rusling's GBF Position: Q1 2024 in Review

Howe & Rusling sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2024, closing a stake of 20 shares — an estimated $2.1K sold.

Howe & Rusling first reported a position in GBF in Q4 2023 and held it in 1 quarter. The position peaked at $2.1K in Q4 2023. 75 funds tracked by Wall St. Rank hold GBF as of Q1 2024.

  • Howe & Rusling reported no remaining iShares Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Howe & Rusling sold 20 iShares Government/Credit Bond ETF shares in Q1 2024, an estimated $2.1K.
  • Howe & Rusling first reported a position in iShares Government/Credit Bond ETF in Q4 2023 and held it in 1 quarter.
  • Howe & Rusling's iShares Government/Credit Bond ETF position peaked at $2.1K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2024.

Based on Howe & Rusling's 13F filing for Q1 2024, filed 15 May 2024.