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

OneDigital Investment 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
2026 Q2	$9.89M	Sell	95,301 -11,276	-11%	-$1.17M	0.08%	204
2026 Q1	$11.1M	Buy	106,577 +2,059	+2%	+$216K	0.11%	163
2025 Q4	$10.9M	Sell	104,518 -1,921	-2%	-$203K	0.11%	162
2025 Q3	$11.2M	Sell	106,439 -5,066	-5%	-$529K	0.12%	157
2025 Q2	$11.6M	Sell	111,505 -13,708	-11%	-$1.41M	0.13%	143
2025 Q1	$13M	Sell	125,213 -6,399	-5%	-$659K	0.15%	129
2024 Q4	$13.5M	Sell	131,612 -3,039	-2%	-$316K	0.16%	124
2024 Q3	$14.4M	Sell	134,651 -11,022	-8%	-$1.16M	0.16%	114
2024 Q2	$15M	Sell	145,673 -7,130	-5%	-$728K	0.19%	99
2024 Q1	$15.8M	Sell	152,803 -959	-0.6%	-$99.4K	0.25%	89
2023 Q4	$16.2M	Sell	153,762 -34,192	-18%	-$3.46M	0.28%	76
2023 Q3	$18.8M	Buy	187,954 +182,159	+3,143%	+$18.6M	0.41%	56
2023 Q2	$603K	Buy	+5,795	New	+$608K	0.01%	572

Other funds holding GBF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

OneDigital Investment Advisors's GBF Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Government/Credit Bond ETF (GBF) stake by 11% in Q2 2026, selling an estimated $1.17M and leaving 95,301 shares worth $9.89M. The position accounts for 0.08% of the portfolio, ranked #204.

OneDigital Investment Advisors first reported a position in GBF in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.8M in Q3 2023. 31 funds tracked by Wall St. Rank hold GBF as of Q2 2026.

OneDigital Investment Advisors held 95,301 shares of iShares Government/Credit Bond ETF worth $9.89M as of Q2 2026.
OneDigital Investment Advisors sold 11,276 iShares Government/Credit Bond ETF shares in Q2 2026, an estimated $1.17M.
iShares Government/Credit Bond ETF made up 0.08% of OneDigital Investment Advisors's portfolio in Q2 2026, its #204 holding.
OneDigital Investment Advisors first reported a position in iShares Government/Credit Bond ETF in Q2 2023 and has held it in 13 quarters since.
OneDigital Investment Advisors's iShares Government/Credit Bond ETF position peaked at $18.8M in Q3 2023.
31 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.