Creative Planning
GNMA icon

Creative Planning’s iShares GNMA Bond ETF GNMA Stock Holding History

Creative Planning’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
Q3 		– Sell
-79
Closed -$4K – 2369
2022
Q2 		$4K Buy
+79
New +$3.63K ﹤0.01% 2232

Other funds holding GNMA

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jane Street
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $250M AUM 19.33% 1-Year Est. Return

Creative Planning's GNMA Position: Q3 2022 in Review

Creative Planning sold out of iShares GNMA Bond ETF (GNMA) in Q3 2022, closing a stake of 79 shares — an estimated $4K sold.

Creative Planning first reported a position in GNMA in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 86 funds tracked by Wall St. Rank hold GNMA as of Q3 2022.

  • Creative Planning reported no remaining iShares GNMA Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 79 iShares GNMA Bond ETF shares in Q3 2022, an estimated $4K.
  • Creative Planning first reported a position in iShares GNMA Bond ETF in Q2 2022 and held it in 1 quarter.
  • Creative Planning's iShares GNMA Bond ETF position peaked at $4K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.