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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
Q3 		– Sell
-5,504
Closed -$243K – 92
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

PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Level Financial Advisors's GNMA Position: Q3 2026 in Review

Level Financial Advisors sold out of iShares GNMA Bond ETF (GNMA) in Q3 2026, closing a stake of 5,504 shares — an estimated $243K sold.

Level Financial Advisors first reported a position in GNMA in Q4 2022 and held it in 15 quarters. The position peaked at $349K in Q4 2023. 9 funds tracked by Wall St. Rank hold GNMA as of Q3 2026.

  • Level Financial Advisors reported no remaining iShares GNMA Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Level Financial Advisors sold 5,504 iShares GNMA Bond ETF shares in Q3 2026, an estimated $243K.
  • Level Financial Advisors first reported a position in iShares GNMA Bond ETF in Q4 2022 and held it in 15 quarters.
  • Level Financial Advisors's iShares GNMA Bond ETF position peaked at $349K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.