CWS
Cypress Wealth Services’s iShares GNMA Bond ETF GNMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
11,082
-3,203
| -22% | -$141K | 0.09% | 174 |
|
|
2025
Q1 | $627K | Sell |
14,285
-3,515
| -20% | -$154K | 0.13% | 132 |
|
|
2024
Q4 | $764K | Sell |
17,800
-1,786
| -9% | -$76.7K | 0.15% | 105 |
|
|
2024
Q3 | $877K | Sell |
19,586
-52
| -0.3% | -$2.33K | 0.18% | 95 |
|
|
2024
Q2 | $846K | Buy |
19,638
+1,185
| +6% | +$51K | 0.19% | 90 |
|
|
2024
Q1 | $801K | Buy |
18,453
+256
| +1% | +$11.1K | 0.19% | 96 |
|
|
2023
Q4 | $805K | Buy |
18,197
+11,409
| +168% | +$505K | 0.2% | 89 |
|
|
2023
Q3 | $284K | Sell |
6,788
-1,941
| -22% | -$81.1K | 0.08% | 189 |
|
|
2023
Q2 | $383K | Buy |
+8,729
| New | +$383K | 0.1% | 159 |
|