James Investment Research’s iShares Government/Credit Bond ETF GBF Stock Holding History

James Investment Research’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	-1,993	Closed	-$210K	–	327
2023 Q4	$210K	Buy	+1,993	New	+$202K	0.03%	282

Other funds holding GBF

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

James Investment Research's GBF Position: Q1 2024 in Review

James Investment Research sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2024, closing a stake of 1,993 shares — an estimated $210K sold.

James Investment Research first reported a position in GBF in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 75 funds tracked by Wall St. Rank hold GBF as of Q1 2024.

James Investment Research reported no remaining iShares Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
James Investment Research sold 1,993 iShares Government/Credit Bond ETF shares in Q1 2024, an estimated $210K.
James Investment Research first reported a position in iShares Government/Credit Bond ETF in Q4 2023 and held it in 1 quarter.
James Investment Research's iShares Government/Credit Bond ETF position peaked at $210K in Q4 2023.
75 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2024.

Based on James Investment Research's 13F filing for Q1 2024, filed 1 May 2024.