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N.E.W. Advisory Services’s iShares Government/Credit Bond ETF GBF Stock Holding History

N.E.W. Advisory Services’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
Q3 		– Sell
-60
Closed -$6.27K – 852
2025
Q2 		$6.27K Hold
60
– – ﹤0.01% 626
2025
Q1 		$6.25K Buy
+60
New +$6.18K ﹤0.01% 683

Other funds holding GBF

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $414M AUM 21.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $27.4B AUM 24.17% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

N.E.W. Advisory Services's GBF Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2025, closing a stake of 60 shares — an estimated $6.27K sold.

N.E.W. Advisory Services first reported a position in GBF in Q1 2025 and held it in 2 quarters. The position peaked at $6.27K in Q2 2025. 63 funds tracked by Wall St. Rank hold GBF as of Q3 2025.

  • N.E.W. Advisory Services reported no remaining iShares Government/Credit Bond ETF position as of Q3 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 60 iShares Government/Credit Bond ETF shares in Q3 2025, an estimated $6.27K.
  • N.E.W. Advisory Services first reported a position in iShares Government/Credit Bond ETF in Q1 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's iShares Government/Credit Bond ETF position peaked at $6.27K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.