Beacon Financial Group’s iShares GNMA Bond ETF GNMA Stock Holding History

Beacon Financial Group’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
2026 Q2	$453K	Sell	10,249 -2,059	-17%	-$91.1K	0.04%	259
2026 Q1	$546K	Buy	12,308 +16	+0.1%	+$715	0.05%	223
2025 Q4	$547K	Sell	12,292 -83	-0.7%	-$3.7K	0.05%	223
2025 Q3	$549K	Sell	12,375 -2,304	-16%	-$101K	0.05%	221
2025 Q2	$645K	Buy	14,679 +5,007	+52%	+$217K	0.07%	201
2025 Q1	$425K	Sell	9,672 -382	-4%	-$16.5K	0.05%	235
2024 Q4	$432K	Buy	10,054 +701	+7%	+$30.6K	0.05%	236
2024 Q3	$419K	Sell	9,353 -1	-0%	-$44	0.05%	233
2024 Q2	$403K	Sell	9,354 -1,500	-14%	-$64.2K	0.05%	230
2024 Q1	$471K	Buy	10,854 +5,117	+89%	+$222K	0.05%	223
2023 Q4	$254K	Buy	+5,737	New	+$242K	0.03%	284

Other funds holding GNMA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Beacon Financial Group's GNMA Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares GNMA Bond ETF (GNMA) stake by 17% in Q2 2026, selling an estimated $91.1K and leaving 10,249 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #259.

Beacon Financial Group first reported a position in GNMA in Q4 2023 and has held it in 11 quarters since. The position peaked at $645K in Q2 2025. 124 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

Beacon Financial Group held 10,249 shares of iShares GNMA Bond ETF worth $453K as of Q2 2026.
Beacon Financial Group sold 2,059 iShares GNMA Bond ETF shares in Q2 2026, an estimated $91.1K.
iShares GNMA Bond ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #259 holding.
Beacon Financial Group first reported a position in iShares GNMA Bond ETF in Q4 2023 and has held it in 11 quarters since.
Beacon Financial Group's iShares GNMA Bond ETF position peaked at $645K in Q2 2025.
124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.