FWM
GBF icon

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

Foguth 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
2025
Q2 		– Sell
-2,151
Closed -$224K – 146
2025
Q1 		$224K Sell
2,151
-192
-8% -$19.8K 0.05% 139
2024
Q4 		$240K Buy
+2,343
New +$244K 0.06% 132

Other funds holding GBF

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Foguth Wealth Management's GBF Position: Q2 2025 in Review

Foguth Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2025, closing a stake of 2,151 shares — an estimated $224K sold.

Foguth Wealth Management first reported a position in GBF in Q4 2024 and held it in 2 quarters. The position peaked at $240K in Q4 2024. 73 funds tracked by Wall St. Rank hold GBF as of Q2 2025.

  • Foguth Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Foguth Wealth Management sold 2,151 iShares Government/Credit Bond ETF shares in Q2 2025, an estimated $224K.
  • Foguth Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q4 2024 and held it in 2 quarters.
  • Foguth Wealth Management's iShares Government/Credit Bond ETF position peaked at $240K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2025.

Based on Foguth Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.