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

Mayflower Financial 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
2024 Q1	–	Sell	-2,086	Closed	-$220K	–	358
2023 Q4	$220K	Sell	2,086 -2,175	-51%	-$220K	0.03%	314
2023 Q3	$426K	Sell	4,261 -197	-4%	-$20.1K	0.06%	209
2023 Q2	$464K	Buy	+4,458	New	+$467K	0.06%	212

Other funds holding GBF

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

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Mayflower Financial Advisors's GBF Position: Q1 2024 in Review

Mayflower Financial Advisors sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2024, closing a stake of 2,086 shares — an estimated $220K sold.

Mayflower Financial Advisors first reported a position in GBF in Q2 2023 and held it in 3 quarters. The position peaked at $464K in Q2 2023. 75 funds tracked by Wall St. Rank hold GBF as of Q1 2024.

Mayflower Financial Advisors reported no remaining iShares Government/Credit Bond ETF position as of Q1 2024 after selling out during the quarter.
Mayflower Financial Advisors sold 2,086 iShares Government/Credit Bond ETF shares in Q1 2024, an estimated $220K.
Mayflower Financial Advisors first reported a position in iShares Government/Credit Bond ETF in Q2 2023 and held it in 3 quarters.
Mayflower Financial Advisors's iShares Government/Credit Bond ETF position peaked at $464K in Q2 2023.
75 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2024.

Based on Mayflower Financial Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.