EverSource 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
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