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

Spire 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	-84	Closed	-$9K	–	2337
2022 Q2	$9K	Hold	84	–	–	﹤0.01%	1949
2022 Q1	$10K	Hold	84	–	–	﹤0.01%	2028
2021 Q4	$10K	Hold	84	–	–	﹤0.01%	2377
2021 Q3	$10K	Hold	84	–	–	﹤0.01%	2093
2021 Q2	$10K	Hold	84	–	–	﹤0.01%	2114
2021 Q1	$10K	Buy	+84	New	+$10.3K	﹤0.01%	2411

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

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

Spire Wealth Management sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2022, closing a stake of 84 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in GBF in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 59 funds tracked by Wall St. Rank hold GBF as of Q3 2022.

Spire Wealth Management reported no remaining iShares Government/Credit Bond ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 84 iShares Government/Credit Bond ETF shares in Q3 2022, an estimated $9K.
Spire Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's iShares Government/Credit Bond ETF position peaked at $10K in Q1 2022.
59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.