Bartlett & Co Wealth Management’s iShares Government/Credit Bond ETF GBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $428K | Sell |
4,095
-1,125
| -22% | -$118K | 0.01% | 357 |
|
2025
Q1 | $544K | Sell |
5,220
-125
| -2% | -$13K | 0.01% | 320 |
|
2024
Q4 | $546K | Sell |
5,345
-125
| -2% | -$12.8K | 0.01% | 315 |
|
2024
Q3 | $584K | Hold |
5,470
| – | – | 0.01% | 312 |
|
2024
Q2 | $562K | Buy |
5,470
+480
| +10% | +$49.3K | 0.01% | 309 |
|
2024
Q1 | $517K | Sell |
4,990
-590
| -11% | -$61.1K | 0.01% | 323 |
|
2023
Q4 | $588K | Buy |
5,580
+190
| +4% | +$20K | 0.01% | 327 |
|
2023
Q3 | $539K | Buy |
5,390
+3,500
| +185% | +$350K | 0.01% | 325 |
|
2023
Q2 | $197K | Buy |
1,890
+1,500
| +385% | +$156K | ﹤0.01% | 456 |
|
2023
Q1 | $41.3K | Hold |
390
| – | – | ﹤0.01% | 596 |
|
2022
Q4 | $40K | Buy |
+390
| New | +$40K | ﹤0.01% | 608 |
|