AWM
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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
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

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OIA
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Wealth Enhancement Advisory Services
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KeyBank National Association
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SA
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KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return