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

Cornerstone 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
2018
Q4 		– Sell
-91,346
Closed -$800K – 649
2018
Q3 		$800K Buy
91,346
+25,250
+38% +$2.79M 0.01% 766
2018
Q2 		$600K Buy
+66,096
New +$7.29M 0.01% 944

Other funds holding GBF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

Cornerstone Wealth Management's GBF Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2018, closing a stake of 91,346 shares — an estimated $800K sold.

Cornerstone Wealth Management first reported a position in GBF in Q2 2018 and held it in 2 quarters. The position peaked at $800K in Q3 2018. 39 funds tracked by Wall St. Rank hold GBF as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 91,346 iShares Government/Credit Bond ETF shares in Q4 2018, an estimated $800K.
  • Cornerstone Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares Government/Credit Bond ETF position peaked at $800K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.