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Legacy Wealth Management (Idaho)’s iShares GNMA Bond ETF GNMA Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-737
Closed -$32.4K – 803
2025
Q1 		$32.4K Buy
+737
New +$31.9K 0.02% 186

Other funds holding GNMA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GNMA Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of iShares GNMA Bond ETF (GNMA) in Q2 2025, closing a stake of 737 shares — an estimated $32.4K sold.

Legacy Wealth Management (Idaho) first reported a position in GNMA in Q1 2025 and held it in 1 quarter. The position peaked at $32.4K in Q1 2025. 118 funds tracked by Wall St. Rank hold GNMA as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iShares GNMA Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 737 iShares GNMA Bond ETF shares in Q2 2025, an estimated $32.4K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares GNMA Bond ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s iShares GNMA Bond ETF position peaked at $32.4K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.