Kelman-Lazarov Inc’s iShares GNMA Bond ETF GNMA Stock Holding History

Kelman-Lazarov Inc’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 Q1	$1.14M	Sell	25,682 -10,502	-29%	-$469K	0.16%	56
2025 Q4	$1.61M	Sell	36,184 -13,172	-27%	-$587K	0.23%	46
2025 Q3	$2.19M	Sell	49,356 -7,566	-13%	-$332K	0.32%	38
2025 Q2	$2.5M	Sell	56,922 -12,119	-18%	-$526K	0.41%	31
2025 Q1	$3.03M	Sell	69,041 -81,177	-54%	-$3.52M	0.55%	29
2024 Q4	$6.45M	Sell	150,218 -33,527	-18%	-$1.46M	1.16%	20
2024 Q3	$8.23M	Sell	183,745 -19,539	-10%	-$864K	1.42%	19
2024 Q2	$8.76M	Sell	203,284 -65,621	-24%	-$2.81M	1.63%	18
2024 Q1	$11.7M	Sell	268,905 -25,631	-9%	-$1.11M	2.28%	15
2023 Q4	$13M	Sell	294,536 -107,548	-27%	-$4.54M	2.82%	12
2023 Q3	$16.8M	Sell	402,084 -3,388	-0.8%	-$146K	3.97%	8
2023 Q2	$17.8M	Buy	+405,472	New	+$17.9M	4.27%	7

Other funds holding GNMA

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kelman-Lazarov Inc's GNMA Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its iShares GNMA Bond ETF (GNMA) stake by 29% in Q1 2026, selling an estimated $469K and leaving 25,682 shares worth $1.14M. The position accounts for 0.16% of the portfolio, ranked #56.

Kelman-Lazarov Inc first reported a position in GNMA in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.8M in Q2 2023. 117 funds tracked by Wall St. Rank hold GNMA as of Q1 2026.

Kelman-Lazarov Inc held 25,682 shares of iShares GNMA Bond ETF worth $1.14M as of Q1 2026.
Kelman-Lazarov Inc sold 10,502 iShares GNMA Bond ETF shares in Q1 2026, an estimated $469K.
iShares GNMA Bond ETF made up 0.16% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #56 holding.
Kelman-Lazarov Inc first reported a position in iShares GNMA Bond ETF in Q2 2023 and has held it in 12 quarters since.
Kelman-Lazarov Inc's iShares GNMA Bond ETF position peaked at $17.8M in Q2 2023.
117 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.