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LifePlan Financial’s iShares GNMA Bond ETF GNMA Stock Holding History

LifePlan Financial’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 		$2.31M Buy
52,160
+767
+1% +$33.9K 1.62% 19
2026
Q1 		$2.28M Buy
51,393
+2,790
+6% +$125K 1.68% 13
2025
Q4 		$2.16M Buy
48,603
+636
+1% +$28.3K 1.66% 17
2025
Q3 		$2.13M Buy
47,967
+1,048
+2% +$46K 1.69% 17
2025
Q2 		$2.06M Sell
46,919
-599
-1% -$26K 1.71% 15
2025
Q1 		$2.09M Buy
47,518
+1,528
+3% +$66.2K 1.82% 14
2024
Q4 		$1.97M Buy
45,990
+456
+1% +$19.9K 1.74% 16
2024
Q3 		$2.04M Buy
45,534
+4,931
+12% +$218K 1.75% 16
2024
Q2 		$1.75M Buy
40,603
+7,513
+23% +$322K 1.61% 15
2024
Q1 		$1.44M Buy
33,090
+6,246
+23% +$271K 1.32% 21
2023
Q4 		$1.19M Buy
+26,844
New +$1.13M 1.19% 26

Other funds holding GNMA

PP
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
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
KV
Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LifePlan Financial's GNMA Position: Q2 2026 in Review

LifePlan Financial increased its iShares GNMA Bond ETF (GNMA) stake by 1.5% in Q2 2026, buying an estimated $33.9K and bringing the position to 52,160 shares worth $2.31M. The position accounts for 1.62% of the portfolio, ranked #19.

LifePlan Financial first reported a position in GNMA in Q4 2023 and has held it in 11 quarters since. 54 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

  • LifePlan Financial held 52,160 shares of iShares GNMA Bond ETF worth $2.31M as of Q2 2026.
  • LifePlan Financial bought 767 iShares GNMA Bond ETF shares in Q2 2026, an estimated $33.9K.
  • iShares GNMA Bond ETF made up 1.62% of LifePlan Financial's portfolio in Q2 2026, its #19 holding.
  • LifePlan Financial first reported a position in iShares GNMA Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.