Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares GNMA Bond ETF GNMA Stock Holding History

Kovitz Investment Group Partners’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
-808,423
Closed -$35.9M – 797
2025
Q3 		$35.9M Buy
808,423
+13,220
+2% +$581K 0.14% 143
2025
Q2 		$34.9M Buy
795,203
+2,369
+0.3% +$103K 0.15% 128
2025
Q1 		$34.8M Buy
792,834
+15,110
+2% +$654K 0.17% 117
2024
Q4 		$33.4M Buy
+777,724
New +$33.9M 0.16% 120

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NCM
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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

Kovitz Investment Group Partners's GNMA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares GNMA Bond ETF (GNMA) in Q4 2025, closing a stake of 808,423 shares — an estimated $35.9M sold.

Kovitz Investment Group Partners first reported a position in GNMA in Q4 2024 and held it in 4 quarters. The position peaked at $35.9M in Q3 2025. 114 funds tracked by Wall St. Rank hold GNMA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares GNMA Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 808,423 iShares GNMA Bond ETF shares in Q4 2025, an estimated $35.9M.
  • Kovitz Investment Group Partners first reported a position in iShares GNMA Bond ETF in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's iShares GNMA Bond ETF position peaked at $35.9M in Q3 2025.
  • 114 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.