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TSA Wealth Management’s iShares Government/Credit Bond ETF GBF Stock Holding History

TSA Wealth Management’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
2026
Q2 		$333K Sell
3,208
-308
-9% -$31.9K 0.09% 82
2026
Q1 		$366K Sell
3,516
-93
-3% -$9.76K 0.12% 73
2025
Q4 		$378K Sell
3,609
-96
-3% -$10.1K 0.13% 65
2025
Q3 		$390K Sell
3,705
-317
-8% -$33.1K 0.13% 59
2025
Q2 		$420K Sell
4,022
-364
-8% -$37.6K 0.15% 55
2025
Q1 		$457K Sell
4,386
-1,096
-20% -$113K 0.18% 51
2024
Q4 		$560K Sell
5,482
-488
-8% -$50.7K 0.23% 43
2024
Q3 		$638K Sell
5,970
-243
-4% -$25.6K 0.26% 41
2024
Q2 		$638K Sell
6,213
-5,358
-46% -$547K 0.27% 41
2024
Q1 		$1.2M Sell
11,571
-392
-3% -$40.6K 0.52% 31
2023
Q4 		$1.26M Buy
+11,963
New +$1.21M 0.59% 29

Other funds holding GBF

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

TSA Wealth Management's GBF Position: Q2 2026 in Review

TSA Wealth Management reduced its iShares Government/Credit Bond ETF (GBF) stake by 8.8% in Q2 2026, selling an estimated $31.9K and leaving 3,208 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #82.

TSA Wealth Management first reported a position in GBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2023. 59 funds tracked by Wall St. Rank hold GBF as of Q2 2026.

  • TSA Wealth Management held 3,208 shares of iShares Government/Credit Bond ETF worth $333K as of Q2 2026.
  • TSA Wealth Management sold 308 iShares Government/Credit Bond ETF shares in Q2 2026, an estimated $31.9K.
  • iShares Government/Credit Bond ETF made up 0.09% of TSA Wealth Management's portfolio in Q2 2026, its #82 holding.
  • TSA Wealth Management first reported a position in iShares Government/Credit Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • TSA Wealth Management's iShares Government/Credit Bond ETF position peaked at $1.26M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.