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 $2.07B AUM 16.66% 1-Year Est. Return

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

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

NCM

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

KLI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 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. 136 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.
136 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.