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Money Concepts Capital’s iShares Government/Credit Bond ETF GBF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-852
Closed -$87.4K – 1430
2022
Q4 		$87.4K Buy
+852
New +$87.3K ﹤0.01% 1021
2022
Q2 		– Sell
-849
Closed -$96K – 1894
2022
Q1 		$96K Buy
+849
New +$99.2K 0.01% 1006

Other funds holding GBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Money Concepts Capital's GBF Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2023, closing a stake of 852 shares — an estimated $87.4K sold.

Money Concepts Capital first reported a position in GBF in Q1 2022 and held it in 2 quarters. The position peaked at $96K in Q1 2022. 60 funds tracked by Wall St. Rank hold GBF as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Government/Credit Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 852 iShares Government/Credit Bond ETF shares in Q1 2023, an estimated $87.4K.
  • Money Concepts Capital first reported a position in iShares Government/Credit Bond ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares Government/Credit Bond ETF position peaked at $96K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.