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

Selective 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
Q1 		– Sell
-18
Closed -$2K – 755
2021
Q4 		$2K Buy
+18
New +$2.19K ﹤0.01% 604

Other funds holding GBF

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Selective Wealth Management's GBF Position: Q1 2022 in Review

Selective Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2022, closing a stake of 18 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in GBF in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 77 funds tracked by Wall St. Rank hold GBF as of Q1 2022.

  • Selective Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 18 iShares Government/Credit Bond ETF shares in Q1 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q4 2021 and held it in 1 quarter.
  • Selective Wealth Management's iShares Government/Credit Bond ETF position peaked at $2K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.