AE Wealth Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

AE Wealth Management’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
2026 Q2	$934	Sell	9 -9	-50%	-$934	﹤0.01%	2590
2026 Q1	$1.88K	Hold	18	–	–	﹤0.01%	2475
2025 Q4	$1.89K	Sell	18 -1	-5%	-$105	﹤0.01%	2341
2025 Q3	$2K	Sell	19 -1	-5%	-$104	﹤0.01%	2172
2025 Q2	$2.09K	Sell	20 -10	-33%	-$1.03K	﹤0.01%	2045
2025 Q1	$3.12K	Sell	30 -139	-82%	-$14.3K	﹤0.01%	1988
2024 Q4	$17.3K	Buy	+169	New	+$17.6K	﹤0.01%	1761
2024 Q1	–	Sell	-2,435	Closed	-$253K	–	1471
2023 Q4	$253K	Sell	2,435 -6,425	-73%	-$650K	﹤0.01%	1788
2023 Q3	$887K	Sell	8,860 -224	-2%	-$22.9K	0.01%	1143
2023 Q2	$945K	Buy	9,084 +107	+1%	+$11.2K	0.01%	1110
2023 Q1	$950K	Buy	+8,977	New	+$939K	0.01%	1067
2022 Q3	–	Sell	-3,569	Closed	-$384K	–	1795
2022 Q2	$384K	Buy	+3,569	New	+$388K	﹤0.01%	1324

Other funds holding GBF

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

AE Wealth Management's GBF Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Government/Credit Bond ETF (GBF) stake by 50% in Q2 2026, selling an estimated $934 and leaving 9 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

AE Wealth Management first reported a position in GBF in Q2 2022 and has held it in 12 quarters since. The position peaked at $950K in Q1 2023. 59 funds tracked by Wall St. Rank hold GBF as of Q2 2026.

AE Wealth Management held 9 shares of iShares Government/Credit Bond ETF worth $934 as of Q2 2026.
AE Wealth Management sold 9 iShares Government/Credit Bond ETF shares in Q2 2026, an estimated $934.
iShares Government/Credit Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2590 holding.
AE Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q2 2022 and has held it in 12 quarters since.
AE Wealth Management's iShares Government/Credit Bond ETF position peaked at $950K in Q1 2023.
59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.