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Trivium Point Advisory’s iShares Government/Credit Bond ETF GBF Stock Holding History

Trivium Point Advisory’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
2019
Q4 		– Sell
-2,392
Closed -$286K – 163
2019
Q3 		$286K Buy
2,392
+77
+3% +$9.08K 0.13% 132
2019
Q2 		$270K Buy
+2,315
New +$264K 0.12% 140

Other funds holding GBF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $27.4B AUM 24.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

Trivium Point Advisory's GBF Position: Q4 2019 in Review

Trivium Point Advisory sold out of iShares Government/Credit Bond ETF (GBF) in Q4 2019, closing a stake of 2,392 shares — an estimated $286K sold.

Trivium Point Advisory first reported a position in GBF in Q2 2019 and held it in 2 quarters. The position peaked at $286K in Q3 2019. 46 funds tracked by Wall St. Rank hold GBF as of Q4 2019.

  • Trivium Point Advisory reported no remaining iShares Government/Credit Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Trivium Point Advisory sold 2,392 iShares Government/Credit Bond ETF shares in Q4 2019, an estimated $286K.
  • Trivium Point Advisory first reported a position in iShares Government/Credit Bond ETF in Q2 2019 and held it in 2 quarters.
  • Trivium Point Advisory's iShares Government/Credit Bond ETF position peaked at $286K in Q3 2019.
  • 46 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q4 2019.

Based on Trivium Point Advisory's 13F filing for Q4 2019, filed 29 Jan 2020.