Congress Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

Congress Wealth Management’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
2022 Q2	–	Sell	-8,978	Closed	-$428K	–	578
2022 Q1	$428K	Sell	8,978 -8,135	-48%	-$395K	0.01%	458
2021 Q4	$851K	Buy	+17,113	New	+$852K	0.02%	394

Other funds holding GNMA

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

BIA

Bigelow Investment Advisors Portland, Maine $250M AUM 19.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Congress Wealth Management's GNMA Position: Q2 2022 in Review

Congress Wealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q2 2022, closing a stake of 8,978 shares — an estimated $428K sold.

Congress Wealth Management first reported a position in GNMA in Q4 2021 and held it in 2 quarters. The position peaked at $851K in Q4 2021. 92 funds tracked by Wall St. Rank hold GNMA as of Q2 2022.

Congress Wealth Management reported no remaining iShares GNMA Bond ETF position as of Q2 2022 after selling out during the quarter.
Congress Wealth Management sold 8,978 iShares GNMA Bond ETF shares in Q2 2022, an estimated $428K.
Congress Wealth Management first reported a position in iShares GNMA Bond ETF in Q4 2021 and held it in 2 quarters.
Congress Wealth Management's iShares GNMA Bond ETF position peaked at $851K in Q4 2021.
92 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.