AE Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-22,897	Closed	-$997K	–	1485
2023 Q4	$997K	Buy	22,897 +7,284	+47%	+$308K	0.01%	1156
2023 Q3	$652K	Sell	15,613 -1,021	-6%	-$43.9K	﹤0.01%	1259
2023 Q2	$729K	Sell	16,634 -708	-4%	-$31.3K	﹤0.01%	1211
2023 Q1	$771K	Sell	17,342 -7,471	-30%	-$331K	0.01%	1150
2022 Q4	$1.08M	Sell	24,813 -11,082	-31%	-$481K	0.01%	956
2022 Q3	$1.54M	Buy	35,895 +127	+0.4%	+$5.77K	0.01%	790
2022 Q2	$1.63M	Buy	35,768 +13,377	+60%	+$615K	0.01%	730
2022 Q1	$1.07M	Buy	+22,391	New	+$1.09M	0.01%	900

Other funds holding GNMA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AE Wealth Management's GNMA Position: Q1 2024 in Review

AE Wealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q1 2024, closing a stake of 22,897 shares — an estimated $997K sold.

AE Wealth Management first reported a position in GNMA in Q1 2022 and held it in 8 quarters. The position peaked at $1.63M in Q2 2022. 117 funds tracked by Wall St. Rank hold GNMA as of Q1 2024.

AE Wealth Management reported no remaining iShares GNMA Bond ETF position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 22,897 iShares GNMA Bond ETF shares in Q1 2024, an estimated $997K.
AE Wealth Management first reported a position in iShares GNMA Bond ETF in Q1 2022 and held it in 8 quarters.
AE Wealth Management's iShares GNMA Bond ETF position peaked at $1.63M in Q2 2022.
117 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.