IFAM
GNMA icon

Institutional & Family Asset Management’s iShares GNMA Bond ETF GNMA Stock Holding History

Institutional & Family Asset Management’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
Q2 		$53.7K Hold
1,246
– – 0.01% 227
2024
Q1 		$54.1K Hold
1,246
– – 0.01% 230
2023
Q4 		$55.1K Hold
1,246
– – 0.01% 227
2023
Q3 		$52.1K Hold
1,246
– – 0.01% 215
2023
Q2 		$54.6K Hold
1,246
– – 0.01% 219
2023
Q1 		$55.4K Hold
1,246
– – 0.01% 215
2022
Q4 		$54.2K Hold
1,246
– – 0.01% 214
2022
Q3 		$54K Hold
1,246
– – 0.01% 218
2022
Q2 		$57K Hold
1,246
– – 0.01% 216
2022
Q1 		$59K Hold
1,246
– – 0.01% 242
2021
Q4 		$62K Hold
1,246
– – 0.01% 250
2021
Q3 		$62K Hold
1,246
– – 0.01% 296
2021
Q2 		$62K Hold
1,246
– – 0.01% 306
2021
Q1 		$63K Hold
1,246
– – 0.01% 328
2020
Q4 		$64K Sell
1,246
-4,668
-79% -$238K 0.01% 297
2020
Q3 		$302K Sell
5,914
-215
-4% -$11K 0.07% 135
2020
Q2 		$315K Buy
6,129
+346
+6% +$17.8K 0.07% 134
2020
Q1 		$298K Buy
5,783
+2,801
+94% +$141K 0.07% 128
2019
Q4 		$150K Hold
2,982
– – 0.03% 192
2019
Q3 		$150K Hold
2,982
– – 0.03% 181
2019
Q2 		$149K Buy
2,982
+52
+2% +$2.58K 0.03% 187
2019
Q1 		$145K Buy
2,930
+307
+12% +$15K 0.03% 203
2018
Q4 		$128K Sell
2,623
-2,832
-52% -$136K 0.03% 204
2018
Q3 		$263K Buy
5,455
+80
+1% +$3.87K 0.05% 166
2018
Q2 		$260K Buy
5,375
+2,281
+74% +$110K 0.05% 160
2018
Q1 		$150K Buy
+3,094
New +$151K 0.03% 193

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 $183M AUM 14.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Institutional & Family Asset Management's GNMA Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares GNMA Bond ETF (GNMA) position steady in Q2 2024 at 1,246 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #227.

Institutional & Family Asset Management first reported a position in GNMA in Q1 2018 and has held it in 26 quarters since. The position peaked at $315K in Q2 2020. 115 funds tracked by Wall St. Rank hold GNMA as of Q2 2024.

  • Institutional & Family Asset Management held 1,246 shares of iShares GNMA Bond ETF worth $53.7K as of Q2 2024.
  • Institutional & Family Asset Management left its iShares GNMA Bond ETF share count unchanged in Q2 2024.
  • iShares GNMA Bond ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #227 holding.
  • Institutional & Family Asset Management first reported a position in iShares GNMA Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's iShares GNMA Bond ETF position peaked at $315K in Q2 2020.
  • 115 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.