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Catamount Wealth Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

Catamount 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
2015
Q3 		– Sell
-10
Closed -$1K – 165
2015
Q2 		$1K Hold
10
– – ﹤0.01% 179
2015
Q1 		$1K Buy
+10
New +$1.15K ﹤0.01% 149

Other funds holding GBF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Catamount Wealth Management's GBF Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2015, closing a stake of 10 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in GBF in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 41 funds tracked by Wall St. Rank hold GBF as of Q3 2015.

  • Catamount Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 10 iShares Government/Credit Bond ETF shares in Q3 2015, an estimated $1K.
  • Catamount Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's iShares Government/Credit Bond ETF position peaked at $1K in Q2 2015.
  • 41 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.