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Avantax Advisory Services’s iShares GNMA Bond ETF GNMA Stock Holding History

Avantax Advisory Services’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
2023
Q4 		– Sell
-5,220
Closed -$218K – 1615
2023
Q3 		$218K Sell
5,220
-569
-10% -$24.5K ﹤0.01% 1380
2023
Q2 		$254K Buy
5,789
+728
+14% +$32.1K ﹤0.01% 1275
2023
Q1 		$225K Buy
5,061
+29
+0.6% +$1.28K ﹤0.01% 1304
2022
Q4 		$219K Buy
+5,032
New +$218K ﹤0.01% 1269

Other funds holding GNMA

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Avantax Advisory Services's GNMA Position: Q4 2023 in Review

Avantax Advisory Services sold out of iShares GNMA Bond ETF (GNMA) in Q4 2023, closing a stake of 5,220 shares — an estimated $218K sold.

Avantax Advisory Services first reported a position in GNMA in Q4 2022 and held it in 4 quarters. The position peaked at $254K in Q2 2023. 137 funds tracked by Wall St. Rank hold GNMA as of Q4 2023.

  • Avantax Advisory Services reported no remaining iShares GNMA Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 5,220 iShares GNMA Bond ETF shares in Q4 2023, an estimated $218K.
  • Avantax Advisory Services first reported a position in iShares GNMA Bond ETF in Q4 2022 and held it in 4 quarters.
  • Avantax Advisory Services's iShares GNMA Bond ETF position peaked at $254K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.