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B. Riley Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

B. Riley Wealth Management’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
2020
Q4 		– Sell
-5,090
Closed -$260K – 422
2020
Q3 		$260K Buy
5,090
+150
+3% +$7.68K 0.03% 315
2020
Q2 		$254K Buy
+4,940
New +$254K 0.03% 331

Other funds holding GNMA

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $154M AUM 21.65% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $250M AUM 19.33% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

B. Riley Wealth Management's GNMA Position: Q4 2020 in Review

B. Riley Wealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q4 2020, closing a stake of 5,090 shares — an estimated $260K sold.

B. Riley Wealth Management first reported a position in GNMA in Q2 2020 and held it in 2 quarters. The position peaked at $260K in Q3 2020. 79 funds tracked by Wall St. Rank hold GNMA as of Q4 2020.

  • B. Riley Wealth Management reported no remaining iShares GNMA Bond ETF position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,090 iShares GNMA Bond ETF shares in Q4 2020, an estimated $260K.
  • B. Riley Wealth Management first reported a position in iShares GNMA Bond ETF in Q2 2020 and held it in 2 quarters.
  • B. Riley Wealth Management's iShares GNMA Bond ETF position peaked at $260K in Q3 2020.
  • 79 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.