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FirstPurpose Wealth’s iShares GNMA Bond ETF GNMA Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		– Sell
-7,420
Closed -$328K – 217
2023
Q4 		$328K Buy
+7,420
New +$313K 0.13% 147

Other funds holding GNMA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FirstPurpose Wealth's GNMA Position: Q1 2024 in Review

FirstPurpose Wealth sold out of iShares GNMA Bond ETF (GNMA) in Q1 2024, closing a stake of 7,420 shares — an estimated $328K sold.

FirstPurpose Wealth first reported a position in GNMA in Q4 2023 and held it in 1 quarter. The position peaked at $328K in Q4 2023. 117 funds tracked by Wall St. Rank hold GNMA as of Q1 2024.

  • FirstPurpose Wealth reported no remaining iShares GNMA Bond ETF position as of Q1 2024 after selling out during the quarter.
  • FirstPurpose Wealth sold 7,420 iShares GNMA Bond ETF shares in Q1 2024, an estimated $328K.
  • FirstPurpose Wealth first reported a position in iShares GNMA Bond ETF in Q4 2023 and held it in 1 quarter.
  • FirstPurpose Wealth's iShares GNMA Bond ETF position peaked at $328K in Q4 2023.
  • 117 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.