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Integrated Wealth Concepts’s iShares Government/Credit Bond ETF GBF Stock Holding History

Integrated Wealth Concepts’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
2026
Q1 		$279K Buy
+2,674
New +$281K ﹤0.01% 1904
2025
Q4 		– Sell
-2,885
Closed -$304K – 1791
2025
Q3 		$304K Sell
2,885
-84
-3% -$8.77K ﹤0.01% 1628
2025
Q2 		$310K Sell
2,969
-220
-7% -$22.7K ﹤0.01% 1532
2025
Q1 		$332K Hold
3,189
– – ﹤0.01% 1349
2024
Q4 		$326K Sell
3,189
-16
-0.5% -$1.66K ﹤0.01% 1319
2024
Q3 		$342K Sell
3,205
-228
-7% -$24K ﹤0.01% 1255
2024
Q2 		$353K Sell
3,433
-1,013
-23% -$103K ﹤0.01% 1230
2024
Q1 		$460K Sell
4,446
-652
-13% -$67.6K 0.01% 1085
2023
Q4 		$536K Sell
5,098
-153
-3% -$15.5K 0.01% 970
2023
Q3 		$525K Buy
+5,251
New +$537K 0.01% 966

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return