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

EPG 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
2020
Q2 		– Sell
-26
Closed -$3K – 372
2020
Q1 		$3K Hold
26
– – ﹤0.01% 655
2019
Q4 		$3K Buy
+26
New +$3.08K ﹤0.01% 567

Other funds holding GBF

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

EPG Wealth Management's GBF Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2020, closing a stake of 26 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in GBF in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 49 funds tracked by Wall St. Rank hold GBF as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 26 iShares Government/Credit Bond ETF shares in Q2 2020, an estimated $3K.
  • EPG Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares Government/Credit Bond ETF position peaked at $3K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.