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

EP 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 		$371K Sell
8,391
-4,697
-36% -$208K ﹤0.01% 1176
2026
Q1 		$580K Sell
13,088
-1,355
-9% -$60.5K ﹤0.01% 841
2025
Q4 		$643K Buy
+14,443
New +$643K ﹤0.01% 760
2025
Q2 		$634K Sell
14,415
-3,722
-21% -$162K ﹤0.01% 697
2025
Q1 		$796K Sell
18,137
-2,116
-10% -$91.6K 0.01% 556
2024
Q4 		$869K Sell
20,253
-624
-3% -$27.2K 0.01% 541
2024
Q3 		$935K Sell
20,877
-2,752
-12% -$122K 0.01% 514
2024
Q2 		$1.02M Sell
23,629
-5,165
-18% -$221K 0.01% 386
2024
Q1 		$1.25M Sell
28,794
-3,940
-12% -$171K 0.01% 343
2023
Q4 		$1.45M Sell
32,734
-633
-2% -$26.7K 0.02% 306
2023
Q3 		$1.39M Sell
33,367
-416,633
-93% -$17.9M 0.02% 275
2023
Q2 		$1.46M Sell
450,000
-674,357
-60% -$29.8M 0.02% 282
2023
Q1 		$41.2M Buy
1,124,357
+1,116,002
+13,357% +$49.4M 0.71% 34
2022
Q4 		$363K Buy
+8,355
New +$362K 0.01% 431
2020
Q1 		– Sell
-5,144
Closed -$258K – 401
2019
Q4 		$258K Sell
5,144
-4,272
-45% -$215K 0.01% 357
2019
Q3 		$474K Buy
+9,416
New +$473K 0.02% 227

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

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

EP Wealth Advisors reduced its iShares GNMA Bond ETF (GNMA) stake by 36% in Q2 2026, selling an estimated $208K and leaving 8,391 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

EP Wealth Advisors first reported a position in GNMA in Q3 2019 and has held it in 16 quarters since. The position peaked at $41.2M in Q1 2023. 124 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

  • EP Wealth Advisors held 8,391 shares of iShares GNMA Bond ETF worth $371K as of Q2 2026.
  • EP Wealth Advisors sold 4,697 iShares GNMA Bond ETF shares in Q2 2026, an estimated $208K.
  • iShares GNMA Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1176 holding.
  • EP Wealth Advisors first reported a position in iShares GNMA Bond ETF in Q3 2019 and has held it in 16 quarters since.
  • EP Wealth Advisors's iShares GNMA Bond ETF position peaked at $41.2M in Q1 2023.
  • 124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.