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Heritage Wealth Management (Arizona)’s iShares Government/Credit Bond ETF GBF Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$26.5K Buy
258
+129
+100% +$13.2K ﹤0.01% 611
2022
Q3 		$13K Hold
129
– – ﹤0.01% 606
2022
Q2 		$13.9K Hold
129
– – ﹤0.01% 611
2022
Q1 		$15K Buy
+129
New +$15.1K ﹤0.01% 647

Other funds holding GBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GBF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Government/Credit Bond ETF (GBF) stake by 100% in Q4 2022, buying an estimated $13.2K and bringing the position to 258 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Heritage Wealth Management (Arizona) first reported a position in GBF in Q1 2022 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold GBF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 258 shares of iShares Government/Credit Bond ETF worth $26.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 129 iShares Government/Credit Bond ETF shares in Q4 2022, an estimated $13.2K.
  • iShares Government/Credit Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #611 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Government/Credit Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.