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

Executive 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
2019
Q3 		– Sell
-6
Closed -$1K – 376
2019
Q2 		$1K Hold
6
– – ﹤0.01% 848
2019
Q1 		$1K Sell
6
-2
-25% -$223 ﹤0.01% 783
2018
Q4 		$1K Buy
+8
New +$872 ﹤0.01% 819

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's GBF Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2019, closing a stake of 6 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in GBF in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 45 funds tracked by Wall St. Rank hold GBF as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 6 iShares Government/Credit Bond ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Government/Credit Bond ETF position peaked at $1K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.