Level Four Advisory Services’s iShares GNMA Bond ETF GNMA Stock Holding History

Level Four Advisory Services’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
2020 Q1	–	Sell	-4,372	Closed	-$220K	–	514
2019 Q4	$220K	Sell	4,372 -460	-10%	-$23.1K	0.01%	522
2019 Q3	$243K	Sell	4,832 -764	-14%	-$38.4K	0.03%	434
2019 Q2	$280K	Sell	5,596 -166	-3%	-$8.22K	0.03%	439
2019 Q1	$285K	Hold	5,762	–	–	0.03%	424
2018 Q4	$281K	Hold	5,762	–	–	0.04%	416
2018 Q3	$278K	Hold	5,762	–	–	0.03%	477
2018 Q2	$279K	Sell	5,762 -570	-9%	-$27.5K	0.02%	499
2018 Q1	$308K	Hold	6,332	–	–	0.02%	438
2017 Q4	$313K	Buy	6,332 +560	+10%	+$27.8K	0.02%	448
2017 Q3	$288K	Buy	5,772 +803	+16%	+$40K	0.03%	421
2017 Q2	$248K	Hold	4,969	–	–	0.04%	418
2017 Q1	$248K	Buy	4,969 +179	+4%	+$8.88K	0.03%	458
2016 Q4	$238K	Buy	+4,790	New	+$241K	0.03%	408

Other funds holding GNMA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIFAIM

American Institute for Advanced Investment Management Scottsdale, Arizona $154M AUM 21.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Level Four Advisory Services's GNMA Position: Q1 2020 in Review

Level Four Advisory Services sold out of iShares GNMA Bond ETF (GNMA) in Q1 2020, closing a stake of 4,372 shares — an estimated $220K sold.

Level Four Advisory Services first reported a position in GNMA in Q4 2016 and held it in 13 quarters. The position peaked at $313K in Q4 2017. 57 funds tracked by Wall St. Rank hold GNMA as of Q1 2020.

Level Four Advisory Services reported no remaining iShares GNMA Bond ETF position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 4,372 iShares GNMA Bond ETF shares in Q1 2020, an estimated $220K.
Level Four Advisory Services first reported a position in iShares GNMA Bond ETF in Q4 2016 and held it in 13 quarters.
Level Four Advisory Services's iShares GNMA Bond ETF position peaked at $313K in Q4 2017.
57 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.