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

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
2019 Q4	$303K	Buy	2,571 +1,379	+116%	+$163K	﹤0.01%	2050
2019 Q3	$142K	Sell	1,192 -1,982	-62%	-$234K	﹤0.01%	2610
2019 Q2	$371K	Sell	3,174 -148	-4%	-$16.9K	﹤0.01%	1826
2019 Q1	$378K	Buy	3,322 +3,157	+1,913%	+$352K	﹤0.01%	1797
2018 Q4	$18K	Hold	165	–	–	﹤0.01%	3868
2018 Q3	$18K	Buy	+165	New	+$18.2K	﹤0.01%	3950
2017 Q4	–	Sell	-82	Closed	-$9K	–	4994
2017 Q3	$9K	Sell	82 -70	-46%	-$8.02K	﹤0.01%	4040
2017 Q2	$17K	Buy	+152	New	+$17.3K	﹤0.01%	3593
2016 Q4	–	Sell	-80	Closed	-$9K	–	4542
2016 Q3	$9K	Sell	80 -88	-52%	-$10.3K	﹤0.01%	3611
2016 Q2	$19K	Buy	+168	New	+$19.4K	﹤0.01%	3091

Other funds holding GBF

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Advisor Group's GBF Position: Q4 2019 in Review

Advisor Group increased its iShares Government/Credit Bond ETF (GBF) stake by 116% in Q4 2019, buying an estimated $163K and bringing the position to 2,571 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Advisor Group first reported a position in GBF in Q2 2016 and has held it in 10 quarters since. The position peaked at $378K in Q1 2019. 46 funds tracked by Wall St. Rank hold GBF as of Q4 2019.

Advisor Group held 2,571 shares of iShares Government/Credit Bond ETF worth $303K as of Q4 2019.
Advisor Group bought 1,379 iShares Government/Credit Bond ETF shares in Q4 2019, an estimated $163K.
iShares Government/Credit Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2050 holding.
Advisor Group first reported a position in iShares Government/Credit Bond ETF in Q2 2016 and has held it in 10 quarters since.
Advisor Group's iShares Government/Credit Bond ETF position peaked at $378K in Q1 2019.
46 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.