IVC Wealth Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

IVC Wealth Advisors’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
2026 Q2	$210K	Hold	4,750	–	–	0.08%	169
2026 Q1	$211K	Hold	4,750	–	–	0.09%	167
2025 Q4	$212K	Buy	+4,750	New	+$212K	0.09%	169
2024 Q1	–	Sell	-4,700	Closed	-$208K	–	166
2023 Q4	$208K	Buy	+4,700	New	+$199K	0.13%	152
2023 Q3	–	Sell	-4,700	Closed	-$206K	–	158
2023 Q2	$206K	Hold	4,700	–	–	0.13%	146
2023 Q1	$209K	Buy	+4,700	New	+$208K	0.15%	135

Other funds holding GNMA

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

IVC Wealth Advisors's GNMA Position: Q2 2026 in Review

IVC Wealth Advisors held its iShares GNMA Bond ETF (GNMA) position steady in Q2 2026 at 4,750 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #169.

IVC Wealth Advisors first reported a position in GNMA in Q1 2023 and has held it in 6 quarters since. The position peaked at $212K in Q4 2025. 22 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

IVC Wealth Advisors held 4,750 shares of iShares GNMA Bond ETF worth $210K as of Q2 2026.
IVC Wealth Advisors left its iShares GNMA Bond ETF share count unchanged in Q2 2026.
iShares GNMA Bond ETF made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #169 holding.
IVC Wealth Advisors first reported a position in iShares GNMA Bond ETF in Q1 2023 and has held it in 6 quarters since.
IVC Wealth Advisors's iShares GNMA Bond ETF position peaked at $212K in Q4 2025.
22 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.