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

SteelBridge Private Wealth Advisors’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
2016 Q4	–	Sell	-1,793	Closed	-$210K	–	64
2016 Q3	$210K	Hold	1,793	–	–	0.61%	43
2016 Q2	$211K	Sell	1,793 -5	-0.3%	-$578	0.64%	43
2016 Q1	$207K	Buy	+1,798	New	+$204K	0.42%	43

Other funds holding GBF

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

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

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

CSM

CAMG Solamere Management Charlotte, North Carolina $122M AUM 33.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAC

Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

SteelBridge Private Wealth Advisors's GBF Position: Q4 2016 in Review

SteelBridge Private Wealth Advisors sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2016, closing a stake of 1,793 shares — an estimated $210K sold.

SteelBridge Private Wealth Advisors first reported a position in GBF in Q1 2016 and held it in 3 quarters. The position peaked at $211K in Q2 2016. 41 funds tracked by Wall St. Rank hold GBF as of Q4 2016.

SteelBridge Private Wealth Advisors reported no remaining iShares Government/Credit Bond ETF position as of Q4 2016 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 1,793 iShares Government/Credit Bond ETF shares in Q4 2016, an estimated $210K.
SteelBridge Private Wealth Advisors first reported a position in iShares Government/Credit Bond ETF in Q1 2016 and held it in 3 quarters.
SteelBridge Private Wealth Advisors's iShares Government/Credit Bond ETF position peaked at $211K in Q2 2016.
41 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2016.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.