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

Tower 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
Q2 		– Sell
-3,872
Closed -$401K – 69
2024
Q1 		$401K Buy
3,872
+162
+4% +$16.8K 0.26% 38
2023
Q4 		$390K Buy
3,710
+414
+13% +$41.9K 0.28% 37
2023
Q3 		$330K Sell
3,296
-7
-0.2% -$716 0.27% 38
2023
Q2 		$344K Sell
3,303
-20
-0.6% -$2.1K 0.28% 37
2023
Q1 		$352K Buy
3,323
+1
+0% +$105 0.29% 37
2022
Q4 		$341K Buy
3,322
+18
+0.5% +$1.84K 0.3% 38
2022
Q3 		$332K Sell
3,304
-180
-5% -$19.2K 0.32% 38
2022
Q2 		$375K Buy
3,484
+329
+10% +$35.8K 0.5% 31
2022
Q1 		$358K Buy
3,155
+13
+0.4% +$1.52K 0.39% 33
2021
Q4 		$382K Buy
3,142
+6
+0.2% +$730 0.39% 30
2021
Q3 		$382K Buy
3,136
+36
+1% +$4.44K 0.4% 31
2021
Q2 		$380K Sell
3,100
-63
-2% -$7.64K 0.42% 32
2021
Q1 		$379K Buy
3,163
+161
+5% +$19.7K 0.49% 34
2020
Q4 		$378K Buy
+3,002
New +$376K 0.43% 27

Other funds holding GBF

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
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

Tower Wealth Partners's GBF Position: Q2 2024 in Review

Tower Wealth Partners sold out of iShares Government/Credit Bond ETF (GBF) in Q2 2024, closing a stake of 3,872 shares — an estimated $401K sold.

Tower Wealth Partners first reported a position in GBF in Q4 2020 and held it in 14 quarters. The position peaked at $401K in Q1 2024. 71 funds tracked by Wall St. Rank hold GBF as of Q2 2024.

  • Tower Wealth Partners reported no remaining iShares Government/Credit Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Tower Wealth Partners sold 3,872 iShares Government/Credit Bond ETF shares in Q2 2024, an estimated $401K.
  • Tower Wealth Partners first reported a position in iShares Government/Credit Bond ETF in Q4 2020 and held it in 14 quarters.
  • Tower Wealth Partners's iShares Government/Credit Bond ETF position peaked at $401K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2024.

Based on Tower Wealth Partners's 13F filing for Q2 2024, filed 9 Aug 2024.