MFG
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Merit Financial Group’s iShares GNMA Bond ETF GNMA Stock Holding History

Merit Financial Group’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
-7,167
Closed -$315K – 1719
2025
Q1 		$315K Sell
7,167
-9,722
-58% -$421K ﹤0.01% 1106
2024
Q4 		$725K Buy
+16,889
New +$737K 0.01% 601
2024
Q3 		– Sell
-16,711
Closed -$720K – 879
2024
Q2 		$720K Buy
16,711
+6,529
+64% +$279K 0.02% 497
2024
Q1 		$434K Sell
10,182
-3,172
-24% -$138K 0.01% 596
2023
Q4 		$591K Buy
+13,354
New +$564K 0.02% 450

Other funds holding GNMA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Merit Financial Group's GNMA Position: Q2 2025 in Review

Merit Financial Group sold out of iShares GNMA Bond ETF (GNMA) in Q2 2025, closing a stake of 7,167 shares — an estimated $315K sold.

Merit Financial Group first reported a position in GNMA in Q4 2023 and held it in 5 quarters. The position peaked at $725K in Q4 2024. 118 funds tracked by Wall St. Rank hold GNMA as of Q2 2025.

  • Merit Financial Group reported no remaining iShares GNMA Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 7,167 iShares GNMA Bond ETF shares in Q2 2025, an estimated $315K.
  • Merit Financial Group first reported a position in iShares GNMA Bond ETF in Q4 2023 and held it in 5 quarters.
  • Merit Financial Group's iShares GNMA Bond ETF position peaked at $725K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.