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Shared Vision Wealth Group’s iShares Government/Credit Bond ETF GBF Stock Holding History

Shared Vision Wealth Group’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
2026
Q1 		$218K Sell
2,096
-600
-22% -$63K 0.09% 93
2025
Q4 		$284K Sell
2,696
-237
-8% -$25K 0.11% 82
2025
Q3 		$312K Sell
2,933
-278
-9% -$29K 0.13% 75
2025
Q2 		$333K Sell
3,211
-129
-4% -$13.3K 0.17% 61
2025
Q1 		$348K Sell
3,340
-1
-0% -$103 0.19% 58
2024
Q4 		$342K Sell
3,341
-408
-11% -$42.4K 0.18% 56
2024
Q3 		$401K Hold
3,749
– – 0.21% 51
2024
Q2 		$385K Sell
3,749
-1,173
-24% -$120K 0.22% 54
2024
Q1 		$510K Hold
4,922
– – 0.32% 43
2023
Q4 		$518K Buy
+4,922
New +$498K 0.35% 39

Other funds holding GBF

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return