IFP Advisors’s iShares Government/Credit Bond ETF GBF Stock Holding History

IFP Advisors’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
2022 Q4	–	Sell	-321	Closed	-$35K	–	4684
2022 Q3	$35K	Hold	321	–	–	﹤0.01%	2647
2022 Q2	$35K	Hold	321	–	–	﹤0.01%	2415
2022 Q1	$35K	Buy	+321	New	+$37.5K	﹤0.01%	2415
2021 Q1	–	Sell	-56	Closed	-$6.86K	–	3080
2020 Q4	$7K	Sell	56 -3,562	-98%	-$446K	﹤0.01%	2193
2020 Q3	$455K	Buy	+3,618	New	+$456K	0.03%	453
2017 Q4	–	Sell	-318	Closed	-$36K	–	3909
2017 Q3	$36K	Buy	318 +7	+2%	+$802	﹤0.01%	2204
2017 Q2	$36K	Buy	+311	New	+$35.4K	﹤0.01%	2181
2016 Q4	–	Sell	-400	Closed	-$47K	–	4037
2016 Q3	$47K	Buy	400 +9	+2%	+$1.06K	﹤0.01%	1851
2016 Q2	$46K	Buy	+391	New	+$45.2K	﹤0.01%	1812

Other funds holding GBF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFP Advisors's GBF Position: Q4 2022 in Review

IFP Advisors sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2022, closing a stake of 321 shares — an estimated $35K sold.

IFP Advisors first reported a position in GBF in Q2 2016 and held it in 9 quarters. The position peaked at $455K in Q3 2020. 62 funds tracked by Wall St. Rank hold GBF as of Q4 2022.

IFP Advisors reported no remaining iShares Government/Credit Bond ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 321 iShares Government/Credit Bond ETF shares in Q4 2022, an estimated $35K.
IFP Advisors first reported a position in iShares Government/Credit Bond ETF in Q2 2016 and held it in 9 quarters.
IFP Advisors's iShares Government/Credit Bond ETF position peaked at $455K in Q3 2020.
62 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.