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Strategic Wealth Partners’s iShares Government/Credit Bond ETF GBF Stock Holding History

Strategic Wealth Partners’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
-2,335
Closed -$251K – 273
2022
Q2 		$251K Hold
2,335
– – 0.05% 212
2022
Q1 		$265K Sell
2,335
-782
-25% -$91.3K 0.05% 222
2021
Q4 		$379K Buy
+3,117
New +$379K 0.07% 219

Other funds holding GBF

Morgan Stanley
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's GBF Position: Q3 2022 in Review

Strategic Wealth Partners sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2022, closing a stake of 2,335 shares — an estimated $251K sold.

Strategic Wealth Partners first reported a position in GBF in Q4 2021 and held it in 3 quarters. The position peaked at $379K in Q4 2021. 59 funds tracked by Wall St. Rank hold GBF as of Q3 2022.

  • Strategic Wealth Partners reported no remaining iShares Government/Credit Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 2,335 iShares Government/Credit Bond ETF shares in Q3 2022, an estimated $251K.
  • Strategic Wealth Partners first reported a position in iShares Government/Credit Bond ETF in Q4 2021 and held it in 3 quarters.
  • Strategic Wealth Partners's iShares Government/Credit Bond ETF position peaked at $379K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2022.

Based on Strategic Wealth Partners's 13F filing for Q3 2022, filed 24 Apr 2023.