MWM
GBF icon

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

Modern Wealth Management’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 		$262K Sell
2,521
-648
-20% -$68K ﹤0.01% 762
2025
Q4 		$332K Sell
3,169
-539
-15% -$56.8K 0.01% 655
2025
Q3 		$391K Sell
3,708
-606
-14% -$63.3K 0.01% 567
2025
Q2 		$451K Sell
4,314
-60
-1% -$6.19K 0.01% 504
2025
Q1 		$455K Sell
4,374
-23
-0.5% -$2.37K 0.01% 437
2024
Q4 		$449K Sell
4,397
-286
-6% -$29.7K 0.02% 380
2024
Q3 		$500K Sell
4,683
-162
-3% -$17.1K 0.03% 253
2024
Q2 		$498K Sell
4,845
-19,296
-80% -$1.97M 0.04% 222
2024
Q1 		$2.5M Buy
24,141
+4,073
+20% +$422K 0.23% 59
2023
Q4 		$2.11M Buy
+20,068
New +$2.03M 0.27% 37

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