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

Frontier 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
2022 Q2	$211K	Buy	1,964 +33	+2%	+$3.59K	0.02%	360
2022 Q1	$214K	Buy	1,931 +32	+2%	+$3.74K	﹤0.01%	366
2021 Q4	$231K	Buy	1,899 +41	+2%	+$4.99K	0.02%	371
2021 Q3	$227K	Buy	1,858 +9	+0.5%	+$1.11K	0.02%	381
2021 Q2	$226K	Buy	+1,849	New	+$224K	0.02%	387
2021 Q1	–	Sell	-1,798	Closed	-$226K	–	387
2020 Q4	$226K	Buy	+1,798	New	+$225K	0.02%	338
2019 Q2	–	Sell	-2,299	Closed	-$261K	–	331
2019 Q1	$261K	Buy	2,299 +22	+1%	+$2.45K	0.04%	299
2018 Q4	$252K	Buy	2,277 +20	+0.9%	+$2.18K	0.04%	294
2018 Q3	$248K	Buy	2,257 +29	+1%	+$3.2K	0.02%	331
2018 Q2	$246K	Buy	2,228 +20	+0.9%	+$2.21K	0.04%	317
2018 Q1	$246K	Buy	+2,208	New	+$247K	0.03%	329
2017 Q4	–	Sell	-1,972	Closed	-$226K	–	366
2017 Q3	$226K	Buy	+1,972	New	+$226K	0.03%	341

Other funds holding GBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Kenfarb & Co Ashland, Kentucky $109M AUM 18% 1-Year Est. Return

Frontier Wealth Management's GBF Position: Q2 2022 in Review

Frontier Wealth Management increased its iShares Government/Credit Bond ETF (GBF) stake by 1.7% in Q2 2022, buying an estimated $3.59K and bringing the position to 1,964 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #360.

Frontier Wealth Management first reported a position in GBF in Q3 2017 and has held it in 12 quarters since. The position peaked at $261K in Q1 2019. 70 funds tracked by Wall St. Rank hold GBF as of Q2 2022.

Frontier Wealth Management held 1,964 shares of iShares Government/Credit Bond ETF worth $211K as of Q2 2022.
Frontier Wealth Management bought 33 iShares Government/Credit Bond ETF shares in Q2 2022, an estimated $3.59K.
iShares Government/Credit Bond ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #360 holding.
Frontier Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q3 2017 and has held it in 12 quarters since.
Frontier Wealth Management's iShares Government/Credit Bond ETF position peaked at $261K in Q1 2019.
70 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.