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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Level Financial Advisors's GNMA Position: Q2 2026 in Review

Level Financial Advisors held its iShares GNMA Bond ETF (GNMA) position steady in Q2 2026 at 5,504 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #89.

Level Financial Advisors first reported a position in GNMA in Q4 2022 and has held it in 15 quarters since. The position peaked at $349K in Q4 2023. 124 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

Level Financial Advisors held 5,504 shares of iShares GNMA Bond ETF worth $243K as of Q2 2026.
Level Financial Advisors left its iShares GNMA Bond ETF share count unchanged in Q2 2026.
iShares GNMA Bond ETF made up 0.05% of Level Financial Advisors's portfolio in Q2 2026, its #89 holding.
Level Financial Advisors first reported a position in iShares GNMA Bond ETF in Q4 2022 and has held it in 15 quarters since.
Level Financial Advisors's iShares GNMA Bond ETF position peaked at $349K in Q4 2023.
124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.