HPM
GBF icon

Hoxton Planning & Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

Hoxton Planning & 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
Q3 		– Sell
-2,768
Closed -$288K – 144
2023
Q2 		$288K Buy
+2,768
New +$290K 0.18% 105

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hoxton Planning & Management's GBF Position: Q3 2023 in Review

Hoxton Planning & Management sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2023, closing a stake of 2,768 shares — an estimated $288K sold.

Hoxton Planning & Management first reported a position in GBF in Q2 2023 and held it in 1 quarter. The position peaked at $288K in Q2 2023. 84 funds tracked by Wall St. Rank hold GBF as of Q3 2023.

  • Hoxton Planning & Management reported no remaining iShares Government/Credit Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 2,768 iShares Government/Credit Bond ETF shares in Q3 2023, an estimated $288K.
  • Hoxton Planning & Management first reported a position in iShares Government/Credit Bond ETF in Q2 2023 and held it in 1 quarter.
  • Hoxton Planning & Management's iShares Government/Credit Bond ETF position peaked at $288K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2023.

Based on Hoxton Planning & Management's 13F filing for Q3 2023, filed 27 Oct 2023.