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

LGT 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
2025
Q2 		– Sell
-67
Closed -$2.94K – 617
2025
Q1 		$2.94K Sell
67
-384
-85% -$16.6K 0.01% 255
2024
Q4 		$19.4K Buy
+451
New +$19.7K 0.04% 315
2024
Q2 		– Sell
-414
Closed -$18K – 812
2024
Q1 		$18K Sell
414
-2
-0.5% -$87 0.02% 378
2023
Q4 		$18.4K Buy
+416
New +$17.6K 0.02% 370

Other funds holding GNMA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LGT Financial Advisors's GNMA Position: Q2 2025 in Review

LGT Financial Advisors sold out of iShares GNMA Bond ETF (GNMA) in Q2 2025, closing a stake of 67 shares — an estimated $2.94K sold.

LGT Financial Advisors first reported a position in GNMA in Q4 2023 and held it in 4 quarters. The position peaked at $19.4K in Q4 2024. 118 funds tracked by Wall St. Rank hold GNMA as of Q2 2025.

  • LGT Financial Advisors reported no remaining iShares GNMA Bond ETF position as of Q2 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 67 iShares GNMA Bond ETF shares in Q2 2025, an estimated $2.94K.
  • LGT Financial Advisors first reported a position in iShares GNMA Bond ETF in Q4 2023 and held it in 4 quarters.
  • LGT Financial Advisors's iShares GNMA Bond ETF position peaked at $19.4K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.