Private Advisor Group’s iShares Government/Credit Bond ETF GBF Stock Holding History

Private Advisor Group’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 Q4	–	Sell	-3,074	Closed	-$328K	–	2377
2024 Q3	$328K	Sell	3,074 -273	-8%	-$28.7K	﹤0.01%	1882
2024 Q2	$344K	Sell	3,347 -252	-7%	-$25.7K	﹤0.01%	1792
2024 Q1	$373K	Sell	3,599 -1,480	-29%	-$153K	﹤0.01%	1701
2023 Q4	$534K	Buy	5,079 +4,979	+4,979%	+$504K	﹤0.01%	1428
2023 Q3	$10K	Buy	+100	New	+$10.2K	﹤0.01%	2175
2020 Q3	–	Sell	-324	Closed	-$41K	–	2293
2020 Q2	$41K	Buy	+324	New	+$40.1K	﹤0.01%	2199

Other funds holding GBF

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

Private Advisor Group's GBF Position: Q4 2024 in Review

Private Advisor Group sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2024, closing a stake of 3,074 shares — an estimated $328K sold.

Private Advisor Group first reported a position in GBF in Q2 2020 and held it in 6 quarters. The position peaked at $534K in Q4 2023. 79 funds tracked by Wall St. Rank hold GBF as of Q4 2024.

Private Advisor Group reported no remaining iShares Government/Credit Bond ETF position as of Q4 2024 after selling out during the quarter.
Private Advisor Group sold 3,074 iShares Government/Credit Bond ETF shares in Q4 2024, an estimated $328K.
Private Advisor Group first reported a position in iShares Government/Credit Bond ETF in Q2 2020 and held it in 6 quarters.
Private Advisor Group's iShares Government/Credit Bond ETF position peaked at $534K in Q4 2023.
79 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.