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

WFG Advisors’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
2017 Q1	–	Sell	-27	Closed	-$3K	–	1552
2016 Q4	$3K	Hold	27	–	–	﹤0.01%	1354
2016 Q3	$3K	Hold	27	–	–	﹤0.01%	1347
2016 Q2	$3K	Hold	27	–	–	﹤0.01%	1322
2016 Q1	$3K	Buy	+27	New	+$3.06K	﹤0.01%	1275

Other funds holding GBF

Jane Street New York $777B AUM 61.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BAC

Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CSM

CAMG Solamere Management Charlotte, North Carolina $122M AUM 33.76% 1-Year Est. Return

WFG Advisors's GBF Position: Q1 2017 in Review

WFG Advisors sold out of iShares Government/Credit Bond ETF (GBF) in Q1 2017, closing a stake of 27 shares — an estimated $3K sold.

WFG Advisors first reported a position in GBF in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 39 funds tracked by Wall St. Rank hold GBF as of Q1 2017.

WFG Advisors reported no remaining iShares Government/Credit Bond ETF position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 27 iShares Government/Credit Bond ETF shares in Q1 2017, an estimated $3K.
WFG Advisors first reported a position in iShares Government/Credit Bond ETF in Q1 2016 and held it in 4 quarters.
WFG Advisors's iShares Government/Credit Bond ETF position peaked at $3K in Q4 2016.
39 funds tracked by Wall St. Rank held iShares Government/Credit Bond ETF as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.