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 Q2	$305K	Buy	2,938 +264	+10%	+$27.4K	﹤0.01%	2080
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 $4.28B AUM 19.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Integrated Wealth Concepts's GBF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Government/Credit Bond ETF (GBF) stake by 9.9% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,938 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Integrated Wealth Concepts first reported a position in GBF in Q3 2023 and has held it in 11 quarters since. The position peaked at $536K in Q4 2023. 59 funds tracked by Wall St. Rank hold GBF as of Q2 2026.

Integrated Wealth Concepts held 2,938 shares of iShares Government/Credit Bond ETF worth $305K as of Q2 2026.
Integrated Wealth Concepts bought 264 iShares Government/Credit Bond ETF shares in Q2 2026, an estimated $27.4K.
iShares Government/Credit Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2080 holding.
Integrated Wealth Concepts first reported a position in iShares Government/Credit Bond ETF in Q3 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's iShares Government/Credit Bond ETF position peaked at $536K in Q4 2023.
59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.