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Retirement Capital Strategies’s iShares Government/Credit Bond ETF GBF Stock Holding History

Retirement Capital Strategies’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
Q2 		– Sell
-90,376
Closed -$9.36M – 72
2024
Q1 		$9.36M Buy
+90,376
New +$9.37M 3.83% 7

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
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

Retirement Capital Strategies's GBF Position: Q2 2024 in Review

Retirement Capital Strategies sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2024, closing a stake of 90,376 shares — an estimated $9.36M sold.

Retirement Capital Strategies first reported a position in GBF in Q1 2024 and held it in 1 quarter. The position peaked at $9.36M in Q1 2024. 71 funds tracked by Wall St. Rank hold GBF as of Q2 2024.

  • Retirement Capital Strategies reported no remaining iShares Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 90,376 iShares Government/Credit Bond ETF shares in Q2 2024, an estimated $9.36M.
  • Retirement Capital Strategies first reported a position in iShares Government/Credit Bond ETF in Q1 2024 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares Government/Credit Bond ETF position peaked at $9.36M in Q1 2024.
  • 71 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2024.

Based on Retirement Capital Strategies's 13F filing for Q2 2024, filed 14 Aug 2024.