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Get Institutions for : 
iShares Barclays Government/Credit Bond (GBF)  
$102.69 0.57 (0.56%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    10
Total shares held : 
2,532,155  
% of shares held : 
71.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -25  
Amount of shares held : 
-1,099,960  
% of shares held change : 
  -30.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$99.20  
Last Quarter's Ending Price : 
$105.23  
Last Quarter's Average Price
$101.17  
Change from last quarter's     
avg. price to the last closing  : 
1.52 (1.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 17,985
 0.71%
 
Increased Positions :
20
 77,946
 3.08%
 
Unchanged Positions :
15
 64,303
 2.54%
 
Decreased Positions :
35
-548,988
-21.68%
 
Closed Positions :
21
-646,903
-25.55%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CYPRESS CAPITAL MANAGEMENT LLC 16 *Closed 2022-12-31 0 $0 -10,555
   ADVISORY SERVICES NETWORK, LLC 2046 *Closed 2024-03-31 0 $0 -1,107
   MODERA WEALTH MANAGEMENT, LLC 534 *Closed 2023-12-31 0 $0 -585,014
   Family Asset Management LLC 190 *Closed 2023-12-31 0 $0 -299
   BEACON FINANCIAL GROUP 325 *Closed 2024-03-31 0 $0 -1,933
   BANGOR SAVINGS BANK 503 *Closed 2024-03-31 0 $0 -2,889
   CARDIFF PARK ADVISORS LLC 341 *Closed 2023-12-31 0 $0 -291
   RAYMOND JAMES & ASSOCIATES 3939 *Closed 2024-03-31 0 $0 -14,048
   TRUST POINT INC. 534 *Closed 2024-03-31 0 $0 -8,174
   GRADIENT INVESTMENTS LLC 1662 *Closed 2024-03-31 0 $0 -165
   COREPATH WEALTH PARTNERS LLC 36 *Closed 2024-03-31 0 $0 -3,235
   GHP INVESTMENT ADVISORS INC 866 *Closed 2024-03-31 0 $0 -98
   Ignite Planners LLC 303 *Closed 2024-03-31 0 $0 -4,022
   Robertson Stephens Wealth Management LLC 464 *Closed 2023-12-31 0 $0 -5,175
   MML INVESTORS SERVICES LLC 2483 *Closed 2023-12-31 0 $0 -2,838
   Change Path LLC 671 *Closed 2023-12-31 0 $0 -6,808
   JAMES INVESTMENT RESEARCH INC 326 *Closed 2024-03-31 0 $0 -1,993
   Mayflower Financial Advisors LLC 362 *Closed 2024-03-31 0 $0 -2,086

  18 Records found
  1    
  Page 1 of 1
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