FI
GNMA icon

FormulaFolio Investments’s iShares GNMA Bond ETF GNMA Stock Holding History

FormulaFolio Investments’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
2020
Q4 		– Sell
-57,381
Closed -$2.93M – 674
2020
Q3 		$2.93M Sell
57,381
-37,675
-40% -$1.93M 0.11% 74
2020
Q2 		$4.88M Buy
95,056
+32,701
+52% +$1.68M 0.2% 65
2020
Q1 		$3.22M Buy
+62,355
New +$3.14M 0.17% 62
2018
Q1 		– Sell
-10,709
Closed -$530K – 282
2017
Q4 		$530K Buy
10,709
+645
+6% +$32K 0.03% 165
2017
Q3 		$502K Sell
10,064
-4,232
-30% -$211K 0.04% 138
2017
Q2 		$710K Sell
14,296
-699
-5% -$34.9K 0.06% 95
2017
Q1 		$745K Sell
14,995
-11,777
-44% -$584K 0.08% 80
2016
Q4 		$1.33M Sell
26,772
-16,932
-39% -$851K 0.18% 35
2016
Q3 		$2.23M Sell
43,704
-2,122
-5% -$108K 0.33% 29
2016
Q2 		$2.35M Sell
45,826
-2,454
-5% -$125K 0.4% 29
2016
Q1 		$2.44M Buy
48,280
+25,305
+110% +$1.28M 0.42% 26
2015
Q4 		$1.15M Buy
+22,975
New +$1.15M 0.29% 24

Other funds holding GNMA

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $600M AUM 22.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $154M AUM 21.65% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $250M AUM 19.33% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return