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GBF icon

WealthOne’s iShares Government/Credit Bond ETF GBF Stock Holding History

WealthOne’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
Q2 		– Sell
-3,862
Closed -$438K – 126
2022
Q1 		$438K Buy
+3,862
New +$451K 0.15% 69
2021
Q4 		– Sell
-3,733
Closed -$455K – 117
2021
Q3 		$455K Buy
+3,733
New +$460K 0.17% 68
2021
Q2 		– Sell
-7,375
Closed -$884K – 130
2021
Q1 		$884K Buy
+7,375
New +$903K 0.38% 35
2020
Q2 		– Sell
-2,493
Closed -$302K – 99
2020
Q1 		$302K Buy
+2,493
New +$299K 0.23% 62
2019
Q4 		– Sell
-2,074
Closed -$247K – 92
2019
Q3 		$247K Sell
2,074
-3,450
-62% -$407K 0.18% 75
2019
Q2 		$644K Buy
5,524
+1,008
+22% +$115K 0.46% 36
2019
Q1 		$513K Buy
+4,516
New +$503K 0.58% 32

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 $93.1B 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B 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 $501B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
KC
Kenfarb & Co Ashland, Kentucky $109M AUM 18% 1-Year Est. Return