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Davis Wealth Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Davis Wealth Advisors’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
Q2 		$221K Buy
+4,997
New +$221K 0.17% 71

Other funds holding GNMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Davis Wealth Advisors's GNMA Position: Q2 2026 in Review

Davis Wealth Advisors opened a new position in iShares GNMA Bond ETF (GNMA) in Q2 2026: 4,997 shares worth $221K. The stake represents 0.17% of the portfolio and ranks #71 among its holdings.

124 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

  • Davis Wealth Advisors held 4,997 shares of iShares GNMA Bond ETF worth $221K as of Q2 2026.
  • iShares GNMA Bond ETF was a new Davis Wealth Advisors position in Q2 2026.
  • iShares GNMA Bond ETF made up 0.17% of Davis Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • 124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.