Cypress Wealth Services’s iShares GNMA Bond ETF GNMA Stock Holding History

Cypress Wealth Services’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
2026 Q3	–	Sell	-9,411	Closed	-$416K	–	440
2026 Q2	$416K	Buy	9,411 +1,158	+14%	+$51.2K	0.05%	270
2026 Q1	$366K	Sell	8,253 -1,868	-18%	-$83.4K	0.05%	270
2025 Q4	$451K	Sell	10,121 -513	-5%	-$22.9K	0.06%	220
2025 Q3	$472K	Sell	10,634 -448	-4%	-$19.7K	0.08%	188
2025 Q2	$487K	Sell	11,082 -3,203	-22%	-$139K	0.09%	174
2025 Q1	$627K	Sell	14,285 -3,515	-20%	-$152K	0.13%	132
2024 Q4	$764K	Sell	17,800 -1,786	-9%	-$77.9K	0.15%	105
2024 Q3	$877K	Sell	19,586 -52	-0.3%	-$2.3K	0.18%	95
2024 Q2	$846K	Buy	19,638 +1,185	+6%	+$50.7K	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%	+$482K	0.2%	89
2023 Q3	$284K	Sell	6,788 -1,941	-22%	-$83.4K	0.08%	189
2023 Q2	$383K	Buy	+8,729	New	+$385K	0.1%	159

Other funds holding GNMA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

Cypress Wealth Services's GNMA Position: Q3 2026 in Review

Cypress Wealth Services sold out of iShares GNMA Bond ETF (GNMA) in Q3 2026, closing a stake of 9,411 shares — an estimated $416K sold.

Cypress Wealth Services first reported a position in GNMA in Q2 2023 and held it in 13 quarters. The position peaked at $877K in Q3 2024. 49 funds tracked by Wall St. Rank hold GNMA as of Q3 2026.

Cypress Wealth Services reported no remaining iShares GNMA Bond ETF position as of Q3 2026 after selling out during the quarter.
Cypress Wealth Services sold 9,411 iShares GNMA Bond ETF shares in Q3 2026, an estimated $416K.
Cypress Wealth Services first reported a position in iShares GNMA Bond ETF in Q2 2023 and held it in 13 quarters.
Cypress Wealth Services's iShares GNMA Bond ETF position peaked at $877K in Q3 2024.
49 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.