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

EverSource 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 		$21.7K Sell
491
-305
-38% -$13.5K ﹤0.01% 2372
2026
Q1 		$35.3K Buy
796
+341
+75% +$15.2K ﹤0.01% 2143
2025
Q4 		$20.3K Hold
455
– – ﹤0.01% 2380
2025
Q3 		$20.2K Hold
455
– – ﹤0.01% 2345
2025
Q2 		$20K Sell
455
-451
-50% -$19.6K ﹤0.01% 2287
2025
Q1 		$39.8K Sell
906
-134
-13% -$5.8K ﹤0.01% 1347
2024
Q4 		$44.6K Buy
1,040
+21
+2% +$916 ﹤0.01% 1242
2024
Q3 		$45.6K Sell
1,019
-3
-0.3% -$133 ﹤0.01% 1112
2024
Q2 		$45K Hold
1,022
– – ﹤0.01% 1137
2024
Q1 		$43.1K Sell
1,022
-463
-31% -$20.1K ﹤0.01% 1042
2023
Q4 		$65.7K Buy
1,485
+681
+85% +$28.8K 0.01% 795
2023
Q3 		$33.6K Sell
804
-1,129
-58% -$48.5K ﹤0.01% 953
2023
Q2 		$84.7K Buy
1,933
+710
+58% +$31.3K 0.01% 636
2023
Q1 		$54.4K Sell
1,223
-17
-1% -$753 0.01% 768
2022
Q4 		$53.9K Buy
+1,240
New +$53.8K 0.01% 735

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

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

EverSource Wealth Advisors reduced its iShares GNMA Bond ETF (GNMA) stake by 38% in Q2 2026, selling an estimated $13.5K and leaving 491 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

EverSource Wealth Advisors first reported a position in GNMA in Q4 2022 and has held it in 15 quarters since. The position peaked at $84.7K in Q2 2023. 124 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

  • EverSource Wealth Advisors held 491 shares of iShares GNMA Bond ETF worth $21.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 305 iShares GNMA Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares GNMA Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2372 holding.
  • EverSource Wealth Advisors first reported a position in iShares GNMA Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's iShares GNMA Bond ETF position peaked at $84.7K in Q2 2023.
  • 124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.