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Arbor Trust Wealth Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Arbor Trust Wealth 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
2025
Q2 		– Sell
-8,953
Closed -$393K – 88
2025
Q1 		$393K Sell
8,953
-2,556
-22% -$111K 0.18% 67
2024
Q4 		$494K Sell
11,509
-5,979
-34% -$261K 0.23% 62
2024
Q3 		$753K Hold
17,488
– – 0.4% 56
2024
Q2 		$753K Buy
17,488
+7,073
+68% +$303K 0.4% 56
2024
Q1 		$441K Buy
+10,415
New +$452K 0.24% 68
2023
Q1 		– Sell
-4,831
Closed -$210K – 99
2022
Q4 		$210K Sell
4,831
-2,032
-30% -$88.1K 0.15% 96
2022
Q3 		$295K Sell
6,863
-5,616
-45% -$255K 0.22% 75
2022
Q2 		$568K Sell
12,479
-6,402
-34% -$295K 0.4% 56
2022
Q1 		$901K Sell
18,881
-12,308
-39% -$598K 0.54% 47
2021
Q4 		$1.55M Sell
31,189
-4,535
-13% -$226K 0.89% 33
2021
Q3 		$1.79M Buy
35,724
+1,733
+5% +$86.8K 1.12% 29
2021
Q2 		$1.7M Buy
33,991
+1,230
+4% +$61.7K 1.07% 31
2021
Q1 		$1.66M Buy
32,761
+5,724
+21% +$290K 1.11% 29
2020
Q4 		$1.38M Buy
27,037
+1,230
+5% +$62.6K 1% 32
2020
Q3 		$1.32M Buy
25,807
+12,144
+89% +$621K 1.14% 30
2020
Q2 		$702K Buy
13,663
+1,831
+15% +$94.3K 0.63% 42
2020
Q1 		$610K Buy
11,832
+1,973
+20% +$99.4K 0.64% 42
2019
Q4 		$495K Buy
+9,859
New +$495K 0.42% 53

Other funds holding GNMA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 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 $10.2B AUM 16.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Arbor Trust Wealth Advisors's GNMA Position: Q2 2025 in Review

Arbor Trust Wealth Advisors sold out of iShares GNMA Bond ETF (GNMA) in Q2 2025, closing a stake of 8,953 shares — an estimated $393K sold.

Arbor Trust Wealth Advisors first reported a position in GNMA in Q4 2019 and held it in 18 quarters. The position peaked at $1.79M in Q3 2021. 118 funds tracked by Wall St. Rank hold GNMA as of Q2 2025.

  • Arbor Trust Wealth Advisors reported no remaining iShares GNMA Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 8,953 iShares GNMA Bond ETF shares in Q2 2025, an estimated $393K.
  • Arbor Trust Wealth Advisors first reported a position in iShares GNMA Bond ETF in Q4 2019 and held it in 18 quarters.
  • Arbor Trust Wealth Advisors's iShares GNMA Bond ETF position peaked at $1.79M in Q3 2021.
  • 118 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.