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

Cordatus 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
2021
Q1 		$1.94M Buy
38,648
+6,629
+21% +$336K 0.75% 47
2020
Q4 		$1.63M Buy
32,019
+14,449
+82% +$736K 0.69% 55
2020
Q3 		$898K Buy
+17,570
New +$899K 0.43% 85

Other funds holding GNMA

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $154M AUM 21.65% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $250M AUM 19.33% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Cordatus Wealth Management's GNMA Position: Q1 2021 in Review

Cordatus Wealth Management increased its iShares GNMA Bond ETF (GNMA) stake by 21% in Q1 2021, buying an estimated $336K and bringing the position to 38,648 shares worth $1.94M. The position accounts for 0.75% of the portfolio, ranked #47.

Cordatus Wealth Management first reported a position in GNMA in Q3 2020 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold GNMA as of Q1 2021.

  • Cordatus Wealth Management held 38,648 shares of iShares GNMA Bond ETF worth $1.94M as of Q1 2021.
  • Cordatus Wealth Management bought 6,629 iShares GNMA Bond ETF shares in Q1 2021, an estimated $336K.
  • iShares GNMA Bond ETF made up 0.75% of Cordatus Wealth Management's portfolio in Q1 2021, its #47 holding.
  • Cordatus Wealth Management first reported a position in iShares GNMA Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.