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Gunma Bank Portfolio holdings

AUM $319M Turnover 25.71%
1-Year Est. Return 1.17%
This Fund
S&P 500
This Quarter Est. Return
+2.04%
1 Year Est. Return
+1.17%
3 Year Est. Return
+24.52%
5 Year Est. Return
+22.91%
10 Year Est. Return
+27.1%
AUM
$319M
AUM Growth
+$13.1M
Cap. Flow
+$7.07M
Cap. Flow %
2.21%
Top 10 Hldgs %
59.95%
Holding
35
New
5
Increased
11
Reduced
4
Closed
4
Avg Time Held
1.3 years
Top 10 Avg Time Held
0.8 years
Top 20 Avg Time Held
0.8 years

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.76M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.28M
3
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.05M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.96M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$13M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.3M
3
EWA icon
iShares MSCI Australia ETF
EWA
+$6.84M
4
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$3.8M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.32M

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IEF icon
1
iShares 7-10 Year Treasury Bond ETF
IEF
$41.7B
$28M 8.76%
290,000
– –
2024 Q2
5 quarters
VGIT icon
2
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.9B
$23.7M 7.42%
395,000
– –
2024 Q2
5 quarters
SHY icon
3
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
$22M 6.88%
265,000
+60,000
+29% +$4.96M
2024 Q2
5 quarters
IEI icon
4
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$21.5M 6.73%
180,000
+30,000
+20% +$3.57M
2024 Q2
5 quarters
SHV icon
5
iShares 0-1 Year Treasury Bond ETF
SHV
$23.5B
$20.4M 6.4%
185,000
+15,000
+9% +$1.65M
2024 Q2
5 quarters
SCHI icon
6
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.9B
$16.8M 5.27%
730,000
+150,000
+26% +$3.42M
2024 Q2
5 quarters
IGIB icon
7
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.9B
$16.2M 5.07%
299,554
+59,554
+25% +$3.19M
2024 Q2
5 quarters
VCIT icon
8
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.2B
$15.6M 4.9%
186,000
+60,000
+48% +$4.99M
2024 Q2
5 quarters
IGSB icon
9
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$13.6M 4.27%
257,000
+100,000
+64% +$5.28M
2024 Q3
4 quarters
SPIB icon
10
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.4B
$13.6M 4.24%
400,000
+150,000
+60% +$5.05M
2024 Q2
5 quarters
XLP icon
11
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$11.3M 3.55%
144,535
+36,286
+34% +$2.93M
2024 Q3
4 quarters
VTV icon
12
Vanguard Morningstar Value ETF
VTV
$190B
$9.88M 3.09%
53,000
– –
2022 Q2
13 quarters
SDY icon
13
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$9.14M 2.86%
65,300
– –
2024 Q3
4 quarters
SPYV icon
14
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$9.03M 2.83%
163,200
– –
2024 Q1
6 quarters
NOBL icon
15
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$8.91M 2.79%
172,850
+34,056
+25% +$1.76M
2024 Q1
6 quarters
SCHD icon
16
Schwab US Dividend Equity ETF
SCHD
$114B
$8.87M 2.78%
325,000
– –
2024 Q1
6 quarters
DVY icon
17
iShares Select Dividend ETF
DVY
$23.1B
$8.11M 2.54%
57,075
– –
2022 Q2
13 quarters
HDV icon
18
iShares Core High Dividend ETF
HDV
$15.4B
$7.96M 2.49%
325,000
– –
2024 Q3
4 quarters
SPHD icon
19
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.28B
$7.17M 2.24%
145,000
– –
2022 Q2
13 quarters
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
$6.79M 2.13%
+85,000
New +$6.76M
2025 Q3
0 quarters
XLU icon
21
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$6.64M 2.08%
152,200
+11,802
+8% +$499K
2024 Q4
3 quarters
SCHV icon
22
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$5.81M 1.82%
199,694
– –
2024 Q1
6 quarters
SPYD icon
23
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.3B
$5.38M 1.69%
122,394
– –
2022 Q2
13 quarters
VPU icon
24
Vanguard Utilities ETF
VPU
$8.1B
$4.35M 1.36%
+22,946
New +$4.2M
2025 Q3
0 quarters
VYM icon
25
Vanguard High Dividend Yield ETF
VYM
$81.3B
$4.24M 1.33%
30,051
-16,855
-36% -$2.32M
2024 Q3
4 quarters
1
2

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Gunma Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Gunma Bank held 35 positions worth $319M, up 4.3% from $306M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Gunma Bank's Q3 2025 filing shows 5 new, 11 increased, 4 reduced and 4 closed positions. Its largest new stake was Vanguard Short-Term Corporate Bond ETF: 85,000 shares worth $6.79M. The largest sale was iShares Core S&P 500 ETF, an estimated $13M.

  • Gunma Bank's largest Q3 2025 buy was Vanguard Short-Term Corporate Bond ETF: 85,000 shares worth $6.79M.
  • Gunma Bank added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025, an estimated $5.28M increase.
  • Gunma Bank's biggest Q3 2025 reduction was iShares Core Dividend Growth ETF, cutting an estimated $3.32M.
  • Gunma Bank fully exited iShares Core S&P 500 ETF in Q3 2025, selling an estimated $13M.
  • Gunma Bank's ten largest holdings make up 60% of its $319M portfolio in Q3 2025.
  • Gunma Bank opened 5 new positions and closed 4 in Q3 2025.
  • Gunma Bank's portfolio value rose 4.3% quarter-over-quarter to $319M.

Based on Gunma Bank's 13F filing for Q3 2025, filed 6 Nov 2025.