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

Legacy Wealth Management (Idaho)’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 		– Sell
-17
Closed -$1.77K – 481
2026
Q1 		$1.77K Hold
17
– – ﹤0.01% 795
2025
Q4 		$1.78K Hold
17
– – ﹤0.01% 681
2025
Q3 		$1.79K Hold
17
– – ﹤0.01% 555
2025
Q2 		$1.78K Hold
17
– – ﹤0.01% 531
2025
Q1 		$1.77K Hold
17
– – ﹤0.01% 558
2024
Q4 		$1.75K Hold
17
– – ﹤0.01% 516
2024
Q3 		$1.75K Buy
+17
New +$1.79K ﹤0.01% 495

Other funds holding GBF

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GBF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2026, closing a stake of 17 shares — an estimated $1.77K sold.

Legacy Wealth Management (Idaho) first reported a position in GBF in Q3 2024 and held it in 7 quarters. The position peaked at $1.79K in Q3 2025. 59 funds tracked by Wall St. Rank hold GBF as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Government/Credit Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 17 iShares Government/Credit Bond ETF shares in Q2 2026, an estimated $1.77K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Government/Credit Bond ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Government/Credit Bond ETF position peaked at $1.79K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.