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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return