AG
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Advisor Group’s iShares GNMA Bond ETF GNMA Stock Holding History

Advisor Group’s Portfolio GNMA Stock Details GNMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$905K Buy
18,001
+1,377
+8% +$69.2K 0.01% 1264
2019
Q3 		$837K Buy
16,624
+4,856
+41% +$244K 0.01% 1260
2019
Q2 		$590K Buy
11,768
+3,192
+37% +$158K ﹤0.01% 1504
2019
Q1 		$425K Sell
8,576
-441
-5% -$21.6K ﹤0.01% 1707
2018
Q4 		$439K Buy
9,017
+8,413
+1,393% +$403K ﹤0.01% 1498
2018
Q3 		$29K Hold
604
– – ﹤0.01% 3652
2018
Q2 		$29K Hold
604
– – ﹤0.01% 3476
2018
Q1 		$29K Sell
604
-58
-9% -$2.83K ﹤0.01% 3452
2017
Q4 		$33K Buy
662
+59
+10% +$2.93K ﹤0.01% 3372
2017
Q3 		$30K Buy
603
+527
+693% +$26.3K ﹤0.01% 3306
2017
Q2 		$4K Buy
+76
New +$3.79K ﹤0.01% 4320
2017
Q1 		– Sell
-98
Closed -$5K – 4726
2016
Q4 		$5K Buy
+98
New +$4.93K ﹤0.01% 3930
2016
Q3 		– Sell
-2,406
Closed -$123K – 4530
2016
Q2 		$123K Buy
+2,406
New +$122K ﹤0.01% 1772

Other funds holding GNMA

WTB
Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $154M AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's GNMA Position: Q4 2019 in Review

Advisor Group increased its iShares GNMA Bond ETF (GNMA) stake by 8.3% in Q4 2019, buying an estimated $69.2K and bringing the position to 18,001 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #1264.

Advisor Group first reported a position in GNMA in Q2 2016 and has held it in 13 quarters since. 53 funds tracked by Wall St. Rank hold GNMA as of Q4 2019.

  • Advisor Group held 18,001 shares of iShares GNMA Bond ETF worth $905K as of Q4 2019.
  • Advisor Group bought 1,377 iShares GNMA Bond ETF shares in Q4 2019, an estimated $69.2K.
  • iShares GNMA Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1264 holding.
  • Advisor Group first reported a position in iShares GNMA Bond ETF in Q2 2016 and has held it in 13 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.