AI
GNMA icon

Atria Investments’s iShares GNMA Bond ETF GNMA Stock Holding History

Atria 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
Q3 		– Sell
-4,661
Closed -$201K – 1958
2024
Q2 		$201K Buy
+4,661
New +$199K ﹤0.01% 1822
2020
Q2 		– Sell
-8,274
Closed -$427K – 639
2020
Q1 		$427K Buy
8,274
+725
+10% +$36.5K 0.03% 382
2019
Q4 		$379K Buy
7,549
+1,441
+24% +$72.4K 0.01% 890
2019
Q3 		$307K Buy
6,108
+1,827
+43% +$91.7K 0.01% 711
2019
Q2 		$215K Buy
+4,281
New +$212K 0.01% 882

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 $183M AUM 14.55% 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
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 $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.62B AUM 21.35% 1-Year Est. Return

Atria Investments's GNMA Position: Q3 2024 in Review

Atria Investments sold out of iShares GNMA Bond ETF (GNMA) in Q3 2024, closing a stake of 4,661 shares — an estimated $201K sold.

Atria Investments first reported a position in GNMA in Q2 2019 and held it in 5 quarters. The position peaked at $427K in Q1 2020. 103 funds tracked by Wall St. Rank hold GNMA as of Q3 2024.

  • Atria Investments reported no remaining iShares GNMA Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 4,661 iShares GNMA Bond ETF shares in Q3 2024, an estimated $201K.
  • Atria Investments first reported a position in iShares GNMA Bond ETF in Q2 2019 and held it in 5 quarters.
  • Atria Investments's iShares GNMA Bond ETF position peaked at $427K in Q1 2020.
  • 103 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.