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

Oxler Private 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
2022
Q4 		– Sell
-50
Closed -$4.9K – 189
2022
Q3 		$4.9K Buy
+50
New +$5.34K ﹤0.01% 404

Other funds holding GBF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 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
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxler Private Wealth's GBF Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2022, closing a stake of 50 shares — an estimated $4.9K sold.

Oxler Private Wealth first reported a position in GBF in Q3 2022 and held it in 1 quarter. The position peaked at $4.9K in Q3 2022. 62 funds tracked by Wall St. Rank hold GBF as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Government/Credit Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 50 iShares Government/Credit Bond ETF shares in Q4 2022, an estimated $4.9K.
  • Oxler Private Wealth first reported a position in iShares Government/Credit Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Government/Credit Bond ETF position peaked at $4.9K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.