Kelly Financial Group’s iShares Government/Credit Bond ETF GBF Stock Holding History

Kelly Financial Group’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	$2.94M	Buy	28,342 +3,919	+16%	+$407K	0.65%	25
2026 Q1	$2.54M	Buy	24,423 +19	+0.1%	+$1.99K	0.64%	26
2025 Q4	$2.56M	Buy	24,404 +1,100	+5%	+$116K	0.65%	24
2025 Q3	$2.46M	Buy	23,304 +1,433	+7%	+$150K	0.65%	24
2025 Q2	$2.28M	Sell	21,871 -754	-3%	-$77.8K	0.66%	24
2025 Q1	$2.36M	Sell	22,625 -1,034	-4%	-$107K	0.74%	27
2024 Q4	$2.42M	Buy	+23,659	New	+$2.46M	0.86%	22

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kelly Financial Group's GBF Position: Q2 2026 in Review

Kelly Financial Group increased its iShares Government/Credit Bond ETF (GBF) stake by 16% in Q2 2026, buying an estimated $407K and bringing the position to 28,342 shares worth $2.94M. The position accounts for 0.65% of the portfolio, ranked #25.

Kelly Financial Group first reported a position in GBF in Q4 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold GBF as of Q2 2026.

Kelly Financial Group held 28,342 shares of iShares Government/Credit Bond ETF worth $2.94M as of Q2 2026.
Kelly Financial Group bought 3,919 iShares Government/Credit Bond ETF shares in Q2 2026, an estimated $407K.
iShares Government/Credit Bond ETF made up 0.65% of Kelly Financial Group's portfolio in Q2 2026, its #25 holding.
Kelly Financial Group first reported a position in iShares Government/Credit Bond ETF in Q4 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.