KLI
Kelman-Lazarov Inc’s iShares GNMA Bond ETF GNMA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.5M | Sell |
56,922
-12,119
| -18% | -$533K | 0.41% | 31 |
|
2025
Q1 | $3.03M | Sell |
69,041
-81,177
| -54% | -$3.56M | 0.55% | 29 |
|
2024
Q4 | $6.45M | Sell |
150,218
-33,527
| -18% | -$1.44M | 1.16% | 20 |
|
2024
Q3 | $8.23M | Sell |
183,745
-19,539
| -10% | -$875K | 1.42% | 19 |
|
2024
Q2 | $8.76M | Sell |
203,284
-65,621
| -24% | -$2.83M | 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% | -$4.76M | 2.82% | 12 |
|
2023
Q3 | $16.8M | Sell |
402,084
-3,388
| -0.8% | -$142K | 3.97% | 8 |
|
2023
Q2 | $17.8M | Buy |
+405,472
| New | +$17.8M | 4.27% | 7 |
|