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

SeaCrest 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
2022 Q3	–	Sell	-250	Closed	-$27K	–	957
2022 Q2	$27K	Buy	+250	New	+$27.2K	﹤0.01%	1372
2019 Q2	–	Sell	-342	Closed	-$39K	–	1013
2019 Q1	$39K	Hold	342	–	–	0.01%	1022
2018 Q4	$38K	Hold	342	–	–	0.01%	995
2018 Q3	$38K	Hold	342	–	–	0.01%	1113
2018 Q2	$38K	Hold	342	–	–	0.01%	1087
2018 Q1	$38K	Hold	342	–	–	0.01%	1066
2017 Q4	$39K	Buy	+342	New	+$39K	0.01%	1062

Other funds holding GBF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SeaCrest Wealth Management's GBF Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2022, closing a stake of 250 shares — an estimated $27K sold.

SeaCrest Wealth Management first reported a position in GBF in Q4 2017 and held it in 7 quarters. The position peaked at $39K in Q1 2019. 59 funds tracked by Wall St. Rank hold GBF as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 250 iShares Government/Credit Bond ETF shares in Q3 2022, an estimated $27K.
SeaCrest Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares Government/Credit Bond ETF position peaked at $39K in Q1 2019.
59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.