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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
5,893
+296
+5% +$13K 0.08% 79
2025
Q1
$246K Hold
5,597
0.08% 81
2024
Q4
$240K Buy
5,597
+19
+0.3% +$816 0.09% 76
2024
Q3
$250K Buy
5,578
+6
+0.1% +$269 0.1% 70
2024
Q2
$240K Sell
5,572
-913
-14% -$39.3K 0.1% 64
2024
Q1
$281K Sell
6,485
-1,411
-18% -$61.2K 0.13% 63
2023
Q4
$349K Buy
7,896
+2,072
+36% +$91.7K 0.17% 52
2023
Q3
$243K Sell
5,824
-1,016
-15% -$42.4K 0.14% 54
2023
Q2
$300K Buy
6,840
+22
+0.3% +$964 0.17% 50
2023
Q1
$303K Buy
6,818
+3,005
+79% +$134K 0.18% 47
2022
Q4
$166K Buy
+3,813
New +$166K 0.11% 53