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

Marcum Wealth’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
2025
Q1 		$2.89M Hold
27,787
– – 0.25% 45
2024
Q4 		$2.84M Buy
+27,787
New +$2.89M 0.25% 49

Other funds holding GBF

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marcum Wealth's GBF Position: Q1 2025 in Review

Marcum Wealth held its iShares Government/Credit Bond ETF (GBF) position steady in Q1 2025 at 27,787 shares worth $2.89M. The position accounts for 0.25% of the portfolio, ranked #45.

Marcum Wealth first reported a position in GBF in Q4 2024 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold GBF as of Q1 2025.

  • Marcum Wealth held 27,787 shares of iShares Government/Credit Bond ETF worth $2.89M as of Q1 2025.
  • Marcum Wealth left its iShares Government/Credit Bond ETF share count unchanged in Q1 2025.
  • iShares Government/Credit Bond ETF made up 0.25% of Marcum Wealth's portfolio in Q1 2025, its #45 holding.
  • Marcum Wealth first reported a position in iShares Government/Credit Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.