EP Wealth Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
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2025
Q1 | $796K | Sell |
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|
2024
Q4 | $869K | Sell |
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|
2024
Q3 | $935K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $41.2M | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $474K | Buy |
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