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B. Riley Wealth Advisors’s iShares Government/Credit Bond ETF GBF Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-300
Closed -$34 – 1102
2014
Q4 		$34 Buy
+300
New +$34.1K ﹤0.01% 2284
2014
Q3 		– Sell
-300
Closed -$33.8K – 1122
2014
Q2 		$33.8K Buy
+300
New +$33.6K 0.01% 1202

Other funds holding GBF

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

B. Riley Wealth Advisors's GBF Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2015, closing a stake of 300 shares — an estimated $34 sold.

B. Riley Wealth Advisors first reported a position in GBF in Q2 2014 and held it in 2 quarters. The position peaked at $33.8K in Q2 2014. 33 funds tracked by Wall St. Rank hold GBF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining iShares Government/Credit Bond ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 300 iShares Government/Credit Bond ETF shares in Q1 2015, an estimated $34.
  • B. Riley Wealth Advisors first reported a position in iShares Government/Credit Bond ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares Government/Credit Bond ETF position peaked at $33.8K in Q2 2014.
  • 33 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.