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Concourse Financial Group Securities’s iShares Government/Credit Bond ETF GBF Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-8
Closed -$818 – 814
2024
Q4 		$818 Hold
8
– – ﹤0.01% 2117
2024
Q3 		$854 Hold
8
– – ﹤0.01% 2087
2024
Q2 		$821 Hold
8
– – ﹤0.01% 2148
2024
Q1 		$828 Buy
+8
New +$830 ﹤0.01% 2161

Other funds holding GBF

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concourse Financial Group Securities's GBF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2025, closing a stake of 8 shares — an estimated $818 sold.

Concourse Financial Group Securities first reported a position in GBF in Q1 2024 and held it in 4 quarters. The position peaked at $854 in Q3 2024. 68 funds tracked by Wall St. Rank hold GBF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares Government/Credit Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 8 iShares Government/Credit Bond ETF shares in Q1 2025, an estimated $818.
  • Concourse Financial Group Securities first reported a position in iShares Government/Credit Bond ETF in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's iShares Government/Credit Bond ETF position peaked at $854 in Q3 2024.
  • 68 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.