Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares GNMA Bond ETF GNMA Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-15,581
Closed -$669K – 1647
2024
Q4 		$669K Buy
+15,581
New +$680K ﹤0.01% 1098
2024
Q1 		– Sell
-11,626
Closed -$514K – 1622
2023
Q4 		$514K Buy
11,626
+2,476
+27% +$105K ﹤0.01% 1036
2023
Q3 		$382K Buy
+9,150
New +$393K ﹤0.01% 1105

Other funds holding GNMA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 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 $3.62B AUM 21.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Portfolio Solutions's GNMA Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of iShares GNMA Bond ETF (GNMA) in Q1 2025, closing a stake of 15,581 shares — an estimated $669K sold.

Envestnet Portfolio Solutions first reported a position in GNMA in Q3 2023 and held it in 3 quarters. The position peaked at $669K in Q4 2024. 122 funds tracked by Wall St. Rank hold GNMA as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares GNMA Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 15,581 iShares GNMA Bond ETF shares in Q1 2025, an estimated $669K.
  • Envestnet Portfolio Solutions first reported a position in iShares GNMA Bond ETF in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's iShares GNMA Bond ETF position peaked at $669K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.