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Kestra Private Wealth Services’s iShares GNMA Bond ETF GNMA Stock Holding History

Kestra Private Wealth Services’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
Q4 		– Sell
-6,303
Closed -$282K – 1452
2024
Q3 		$282K Buy
6,303
+42
+0.7% +$1.86K 0.01% 1106
2024
Q2 		$270K Sell
6,261
-4,354
-41% -$186K 0.01% 1086
2024
Q1 		$461K Buy
+10,615
New +$461K 0.01% 835

Other funds holding GNMA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
PP
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
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Kestra Private Wealth Services's GNMA Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of iShares GNMA Bond ETF (GNMA) in Q4 2024, closing a stake of 6,303 shares — an estimated $282K sold.

Kestra Private Wealth Services first reported a position in GNMA in Q1 2024 and held it in 3 quarters. The position peaked at $461K in Q1 2024. 124 funds tracked by Wall St. Rank hold GNMA as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining iShares GNMA Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,303 iShares GNMA Bond ETF shares in Q4 2024, an estimated $282K.
  • Kestra Private Wealth Services first reported a position in iShares GNMA Bond ETF in Q1 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's iShares GNMA Bond ETF position peaked at $461K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.