Alpha Cubed Investments’s iShares GNMA Bond ETF GNMA Stock Holding History

Alpha Cubed Investments’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	-13,020	Closed	-$576K	–	307
2023 Q4	$576K	Hold	13,020	–	–	0.03%	144
2023 Q3	$544K	Hold	13,020	–	–	0.04%	133
2023 Q2	$571K	Hold	13,020	–	–	0.04%	134
2023 Q1	$579K	Hold	13,020	–	–	0.04%	140
2022 Q4	$566K	Hold	13,020	–	–	0.04%	154
2022 Q3	$560K	Hold	13,020	–	–	0.04%	138
2022 Q2	$593K	Hold	13,020	–	–	0.04%	156
2022 Q1	$621K	Hold	13,020	–	–	0.04%	173
2021 Q4	$648K	Hold	13,020	–	–	0.04%	149
2021 Q3	$651K	Hold	13,020	–	–	0.05%	141
2021 Q2	$651K	Sell	13,020 -11,681	-47%	-$586K	0.05%	145
2021 Q1	$1.24M	Hold	24,701	–	–	0.1%	109
2020 Q4	$1.26M	Hold	24,701	–	–	0.11%	103
2020 Q3	$1.26M	Hold	24,701	–	–	0.12%	91
2020 Q2	$1.27M	Hold	24,701	–	–	0.14%	76
2020 Q1	$1.27M	Hold	24,701	–	–	0.15%	79
2019 Q4	$1.24M	Hold	24,701	–	–	0.13%	97
2019 Q3	$1.24M	Buy	+24,701	New	+$1.24M	0.15%	88

Other funds holding GNMA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

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

Financial Engines Advisors

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

Goldman Sachs New York $761B 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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return