Level Financial Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Level Financial Advisors’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
2026 Q2	$243K	Hold	5,504	–	–	0.05%	89
2026 Q1	$244K	Sell	5,504 -98	-2%	-$4.38K	0.06%	83
2025 Q4	$250K	Buy	5,602 +29	+0.5%	+$1.29K	0.07%	85
2025 Q3	$247K	Sell	5,573 -320	-5%	-$14.1K	0.07%	87
2025 Q2	$259K	Buy	5,893 +296	+5%	+$12.8K	0.08%	79
2025 Q1	$246K	Hold	5,597	–	–	0.08%	81
2024 Q4	$240K	Buy	5,597 +19	+0.3%	+$829	0.09%	76
2024 Q3	$250K	Buy	5,578 +6	+0.1%	+$265	0.1%	70
2024 Q2	$240K	Sell	5,572 -913	-14%	-$39.1K	0.1%	64
2024 Q1	$281K	Sell	6,485 -1,411	-18%	-$61.3K	0.13%	63
2023 Q4	$349K	Buy	7,896 +2,072	+36%	+$87.5K	0.17%	52
2023 Q3	$243K	Sell	5,824 -1,016	-15%	-$43.7K	0.14%	54
2023 Q2	$300K	Buy	6,840 +22	+0.3%	+$971	0.17%	50
2023 Q1	$303K	Buy	6,818 +3,005	+79%	+$133K	0.18%	47
2022 Q4	$166K	Buy	+3,813	New	+$165K	0.11%	53

Other funds holding GNMA

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return