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Baystate Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

Baystate 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
2023
Q4 		$81.7K Buy
1,845
+1,180
+177% +$49.9K 0.01% 301
2023
Q3 		$27.8K Buy
665
+572
+615% +$24.6K ﹤0.01% 427
2023
Q2 		$4.08K Buy
+93
New +$4.11K ﹤0.01% 734

Other funds holding GNMA

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
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
Financial Engines Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Baystate Wealth Management's GNMA Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares GNMA Bond ETF (GNMA) stake by 177% in Q4 2023, buying an estimated $49.9K and bringing the position to 1,845 shares worth $81.7K. The position accounts for 0.01% of the portfolio, ranked #301.

Baystate Wealth Management first reported a position in GNMA in Q2 2023 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold GNMA as of Q4 2023.

  • Baystate Wealth Management held 1,845 shares of iShares GNMA Bond ETF worth $81.7K as of Q4 2023.
  • Baystate Wealth Management bought 1,180 iShares GNMA Bond ETF shares in Q4 2023, an estimated $49.9K.
  • iShares GNMA Bond ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #301 holding.
  • Baystate Wealth Management first reported a position in iShares GNMA Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.