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Ignite Planners’s iShares Government/Credit Bond ETF GBF Stock Holding History

Ignite Planners’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
-4,022
Closed -$421K – 293
2023
Q4 		$421K Buy
4,022
+51
+1% +$5.16K 0.13% 167
2023
Q3 		$393K Buy
+3,971
New +$406K 0.12% 191
2022
Q2 		– Sell
-4,216
Closed -$460K – 171
2022
Q1 		$460K Buy
+4,216
New +$492K 0.31% 91

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
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

Ignite Planners's GBF Position: Q1 2024 in Review

Ignite Planners sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2024, closing a stake of 4,022 shares — an estimated $421K sold.

Ignite Planners first reported a position in GBF in Q1 2022 and held it in 3 quarters. The position peaked at $460K in Q1 2022. 75 funds tracked by Wall St. Rank hold GBF as of Q1 2024.

  • Ignite Planners reported no remaining iShares Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Ignite Planners sold 4,022 iShares Government/Credit Bond ETF shares in Q1 2024, an estimated $421K.
  • Ignite Planners first reported a position in iShares Government/Credit Bond ETF in Q1 2022 and held it in 3 quarters.
  • Ignite Planners's iShares Government/Credit Bond ETF position peaked at $460K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2024.

Based on Ignite Planners's 13F filing for Q1 2024, filed 12 Apr 2024.