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Alera Investment Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Alera Investment Advisors’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
Q3 		$420K Sell
9,376
-97
-1% -$4.29K 0.05% 154
2024
Q2 		$408K Buy
+9,473
New +$405K 0.05% 157

Other funds holding GNMA

JP Morgan Chase
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 $186M AUM 16.43% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Alera Investment Advisors's GNMA Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares GNMA Bond ETF (GNMA) stake by 1% in Q3 2024, selling an estimated $4.29K and leaving 9,376 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #154.

Alera Investment Advisors first reported a position in GNMA in Q2 2024 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold GNMA as of Q3 2024.

  • Alera Investment Advisors held 9,376 shares of iShares GNMA Bond ETF worth $420K as of Q3 2024.
  • Alera Investment Advisors sold 97 iShares GNMA Bond ETF shares in Q3 2024, an estimated $4.29K.
  • iShares GNMA Bond ETF made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #154 holding.
  • Alera Investment Advisors first reported a position in iShares GNMA Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.