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Avantax Advisory Services’s iShares Government/Credit Bond ETF GBF Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$646K Sell
6,188
-538
-8% -$55.5K ﹤0.01% 1434
2025
Q1 		$700K Buy
6,726
+2,737
+69% +$282K ﹤0.01% 1305
2024
Q4 		$408K Sell
3,989
-17
-0.4% -$1.77K ﹤0.01% 1579
2024
Q3 		$428K Sell
4,006
-19
-0.5% -$2K ﹤0.01% 1519
2024
Q2 		$413K Buy
4,025
+556
+16% +$56.8K ﹤0.01% 1487
2024
Q1 		$359K Buy
3,469
+6
+0.2% +$622 ﹤0.01% 1203
2023
Q4 		$364K Sell
3,463
-733
-17% -$74.2K ﹤0.01% 1139
2023
Q3 		$420K Buy
4,196
+586
+16% +$59.9K ﹤0.01% 1024
2023
Q2 		$375K Sell
3,610
-408
-10% -$42.8K ﹤0.01% 1069
2023
Q1 		$425K Sell
4,018
-35
-0.9% -$3.66K 0.01% 982
2022
Q4 		$416K Sell
4,053
-4
-0.1% -$410 0.01% 947
2022
Q3 		$413K Buy
4,057
+1,314
+48% +$140K 0.01% 866
2022
Q2 		$295K Buy
2,743
+201
+8% +$21.9K ﹤0.01% 1015
2022
Q1 		$289K Sell
2,542
-37
-1% -$4.32K ﹤0.01% 1021
2021
Q4 		$314K Buy
2,579
+60
+2% +$7.3K ﹤0.01% 956
2021
Q3 		$307K Buy
2,519
+33
+1% +$4.07K 0.01% 917
2021
Q2 		$304K Buy
2,486
+44
+2% +$5.33K 0.01% 899
2021
Q1 		$293K Buy
2,442
+1
+0% +$122 0.01% 816
2020
Q4 		$307K Sell
2,441
-31,235
-93% -$3.91M 0.01% 713
2020
Q3 		$4.21M Buy
33,676
+18,633
+124% +$2.35M 0.07% 229
2020
Q2 		$1.88M Sell
15,043
-180
-1% -$22.3K 0.05% 224
2020
Q1 		$1.85M Buy
15,223
+100
+0.7% +$12K 0.06% 205
2019
Q4 		$1.78M Buy
+15,123
New +$1.79M 0.04% 236

Other funds holding GBF

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Avantax Advisory Services's GBF Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Government/Credit Bond ETF (GBF) stake by 8% in Q2 2025, selling an estimated $55.5K and leaving 6,188 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Avantax Advisory Services first reported a position in GBF in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.21M in Q3 2020. 73 funds tracked by Wall St. Rank hold GBF as of Q2 2025.

  • Avantax Advisory Services held 6,188 shares of iShares Government/Credit Bond ETF worth $646K as of Q2 2025.
  • Avantax Advisory Services sold 538 iShares Government/Credit Bond ETF shares in Q2 2025, an estimated $55.5K.
  • iShares Government/Credit Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1434 holding.
  • Avantax Advisory Services first reported a position in iShares Government/Credit Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's iShares Government/Credit Bond ETF position peaked at $4.21M in Q3 2020.
  • 73 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.