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Gunma Bank Portfolio holdings

AUM $319M
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

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
IDV icon
26
iShares International Select Dividend ETF
IDV
$8.6B
$3.74M 1.17%
+102,215
New +$3.68M
VLUE icon
27
iShares MSCI USA Value Factor ETF
VLUE
$9.77B
$3.03M 0.95%
24,200
-25,800
-52% -$3.04M
IVE icon
28
iShares S&P 500 Value ETF
IVE
$50.2B
$2.89M 0.91%
14,000
-14,000
-50% -$2.81M
VYMI icon
29
Vanguard International High Dividend Yield ETF
VYMI
$21.4B
$2.54M 0.8%
+30,000
New +$2.49M
DGRO icon
30
iShares Core Dividend Growth ETF
DGRO
$43.6B
$2.03M 0.63%
29,778
-50,222
-63% -$3.32M
XLV icon
31
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
$97K 0.03%
+697
New +$94.3K
EWA icon
32
iShares MSCI Australia ETF
EWA
$1.34B
– –
-260,000
Closed -$6.84M
GNR icon
33
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.12B
– –
-70,000
Closed -$3.8M
IVV icon
34
iShares Core S&P 500 ETF
IVV
$898B
– –
-21,000
Closed -$13M
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$825B
– –
-19,900
Closed -$12.3M
1
2

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CPA
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GCM
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PAWA
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LIG
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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.