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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.85M Buy
110,423
+11,728
+12% +$515K 0.91% 21
2025
Q1
$4.33M Buy
98,695
+28,609
+41% +$1.26M 0.86% 26
2024
Q4
$3.01M Buy
70,086
+11,475
+20% +$493K 0.61% 43
2024
Q3
$2.63M Buy
+58,611
New +$2.63M 0.53% 50