Beverly Hills Private Wealth’s iShares GNMA Bond ETF GNMA Stock Holding History

Beverly Hills Private Wealth’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	$6.83M	Buy	154,381 +15,292	+11%	+$677K	1.3%	20
2026 Q1	$6.17M	Buy	139,089 +4,915	+4%	+$220K	1.03%	24
2025 Q4	$5.98M	Buy	134,174 +13,305	+11%	+$593K	1.02%	21
2025 Q3	$5.36M	Buy	120,869 +10,446	+9%	+$459K	0.95%	20
2025 Q2	$4.85M	Buy	110,423 +11,728	+12%	+$509K	0.91%	21
2025 Q1	$4.33M	Buy	98,695 +28,609	+41%	+$1.24M	0.86%	26
2024 Q4	$3.01M	Buy	70,086 +11,475	+20%	+$500K	0.61%	43
2024 Q3	$2.63M	Buy	+58,611	New	+$2.59M	0.53%	50

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

Beverly Hills Private Wealth's GNMA Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its iShares GNMA Bond ETF (GNMA) stake by 11% in Q2 2026, buying an estimated $677K and bringing the position to 154,381 shares worth $6.83M. The position accounts for 1.3% of the portfolio, ranked #20.

Beverly Hills Private Wealth first reported a position in GNMA in Q3 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

Beverly Hills Private Wealth held 154,381 shares of iShares GNMA Bond ETF worth $6.83M as of Q2 2026.
Beverly Hills Private Wealth bought 15,292 iShares GNMA Bond ETF shares in Q2 2026, an estimated $677K.
iShares GNMA Bond ETF made up 1.3% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #20 holding.
Beverly Hills Private Wealth first reported a position in iShares GNMA Bond ETF in Q3 2024 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.