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Belpointe Asset Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-77
Closed -$8.14K – 1618
2023
Q1 		$8.14K Hold
77
– – ﹤0.01% 2811
2022
Q4 		$7.9K Buy
+77
New +$7.89K ﹤0.01% 2734

Other funds holding GBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return

Belpointe Asset Management's GBF Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2023, closing a stake of 77 shares — an estimated $8.14K sold.

Belpointe Asset Management first reported a position in GBF in Q4 2022 and held it in 2 quarters. The position peaked at $8.14K in Q1 2023. 61 funds tracked by Wall St. Rank hold GBF as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Government/Credit Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 77 iShares Government/Credit Bond ETF shares in Q2 2023, an estimated $8.14K.
  • Belpointe Asset Management first reported a position in iShares Government/Credit Bond ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Government/Credit Bond ETF position peaked at $8.14K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.