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Beacon Pointe Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Beacon Pointe Advisors’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
Q2 		– Sell
-4,801
Closed -$213K – 1122
2023
Q1 		$213K Buy
+4,801
New +$213K ﹤0.01% 1044

Other funds holding GNMA

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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beacon Pointe Advisors's GNMA Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of iShares GNMA Bond ETF (GNMA) in Q2 2023, closing a stake of 4,801 shares — an estimated $213K sold.

Beacon Pointe Advisors first reported a position in GNMA in Q1 2023 and held it in 1 quarter. The position peaked at $213K in Q1 2023. 102 funds tracked by Wall St. Rank hold GNMA as of Q2 2023.

  • Beacon Pointe Advisors reported no remaining iShares GNMA Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,801 iShares GNMA Bond ETF shares in Q2 2023, an estimated $213K.
  • Beacon Pointe Advisors first reported a position in iShares GNMA Bond ETF in Q1 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's iShares GNMA Bond ETF position peaked at $213K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.