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

Stratos 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
2024 Q3	–	Sell	-2,335	Closed	-$240K	–	1476
2024 Q2	$240K	Hold	2,335	–	–	﹤0.01%	1188
2024 Q1	$242K	Sell	2,335 -1,674	-42%	-$174K	﹤0.01%	1196
2023 Q4	$422K	Sell	4,009 -787	-16%	-$79.6K	0.01%	934
2023 Q3	$480K	Buy	+4,796	New	+$491K	0.01%	835
2022 Q2	–	Sell	-5,237	Closed	-$594K	–	1236
2022 Q1	$594K	Buy	+5,237	New	+$612K	0.01%	750

Other funds holding GBF

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Stratos Wealth Partners's GBF Position: Q3 2024 in Review

Stratos Wealth Partners sold out of iShares Government/Credit Bond ETF (GBF) in Q3 2024, closing a stake of 2,335 shares — an estimated $240K sold.

Stratos Wealth Partners first reported a position in GBF in Q1 2022 and held it in 5 quarters. The position peaked at $594K in Q1 2022. 73 funds tracked by Wall St. Rank hold GBF as of Q3 2024.

Stratos Wealth Partners reported no remaining iShares Government/Credit Bond ETF position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Partners sold 2,335 iShares Government/Credit Bond ETF shares in Q3 2024, an estimated $240K.
Stratos Wealth Partners first reported a position in iShares Government/Credit Bond ETF in Q1 2022 and held it in 5 quarters.
Stratos Wealth Partners's iShares Government/Credit Bond ETF position peaked at $594K in Q1 2022.
73 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q3 2024.

Based on Stratos Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.