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Keystone Financial Group (Georgia)’s iShares GNMA Bond ETF GNMA Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q4 		– Sell
-4
Closed -$188 – 138
2025
Q3 		$188 Sell
4
-1,611
-100% -$70.8K ﹤0.01% 128
2025
Q2 		$70K Buy
1,615
+31
+2% +$1.35K 0.04% 81
2025
Q1 		$68.8K Sell
1,584
-14,161
-90% -$613K 0.05% 81
2024
Q4 		$676K Buy
+15,745
New +$687K 0.55% 30

Other funds holding GNMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 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 $11.8B AUM 21.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Keystone Financial Group (Georgia)'s GNMA Position: Q4 2025 in Review

Keystone Financial Group (Georgia) sold out of iShares GNMA Bond ETF (GNMA) in Q4 2025, closing a stake of 4 shares — an estimated $188 sold.

Keystone Financial Group (Georgia) first reported a position in GNMA in Q4 2024 and held it in 4 quarters. The position peaked at $676K in Q4 2024. 114 funds tracked by Wall St. Rank hold GNMA as of Q4 2025.

  • Keystone Financial Group (Georgia) reported no remaining iShares GNMA Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 4 iShares GNMA Bond ETF shares in Q4 2025, an estimated $188.
  • Keystone Financial Group (Georgia) first reported a position in iShares GNMA Bond ETF in Q4 2024 and held it in 4 quarters.
  • Keystone Financial Group (Georgia)'s iShares GNMA Bond ETF position peaked at $676K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q4 2025, filed 16 Jan 2026.