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Oldfather Financial Services’s iShares Government/Credit Bond ETF GBF Stock Holding History

Oldfather Financial Services’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
Q4 		– Sell
-2,905
Closed -$291K – 64
2023
Q3 		$291K Buy
+2,905
New +$297K 0.15% 51
2022
Q3 		– Sell
-2,302
Closed -$251K – 59
2022
Q2 		$251K Sell
2,302
-3
-0.1% -$326 0.14% 53
2022
Q1 		$252K Buy
+2,305
New +$269K 0.14% 56

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OIA
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DWM
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Osaic Holdings
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oldfather Financial Services's GBF Position: Q4 2023 in Review

Oldfather Financial Services sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2023, closing a stake of 2,905 shares — an estimated $291K sold.

Oldfather Financial Services first reported a position in GBF in Q1 2022 and held it in 3 quarters. The position peaked at $291K in Q3 2023. 83 funds tracked by Wall St. Rank hold GBF as of Q4 2023.

  • Oldfather Financial Services reported no remaining iShares Government/Credit Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Oldfather Financial Services sold 2,905 iShares Government/Credit Bond ETF shares in Q4 2023, an estimated $291K.
  • Oldfather Financial Services first reported a position in iShares Government/Credit Bond ETF in Q1 2022 and held it in 3 quarters.
  • Oldfather Financial Services's iShares Government/Credit Bond ETF position peaked at $291K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2023.

Based on Oldfather Financial Services's 13F filing for Q4 2023, filed 16 Jan 2024.