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Sittner & Nelson’s iShares Government/Credit Bond ETF GBF Stock Holding History

Sittner & Nelson’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
-40
Closed -$4.14K – 462
2024
Q1 		$4.14K Buy
+40
New +$4.15K ﹤0.01% 401

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Sittner & Nelson's GBF Position: Q2 2024 in Review

Sittner & Nelson sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2024, closing a stake of 40 shares — an estimated $4.14K sold.

Sittner & Nelson first reported a position in GBF in Q1 2024 and held it in 1 quarter. The position peaked at $4.14K in Q1 2024. 71 funds tracked by Wall St. Rank hold GBF as of Q2 2024.

  • Sittner & Nelson reported no remaining iShares Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 40 iShares Government/Credit Bond ETF shares in Q2 2024, an estimated $4.14K.
  • Sittner & Nelson first reported a position in iShares Government/Credit Bond ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's iShares Government/Credit Bond ETF position peaked at $4.14K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.