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Merriman Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

Merriman Wealth Management’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
2022
Q4 		– Sell
-5,474
Closed -$235K – 215
2022
Q3 		$235K Buy
+5,474
New +$249K 0.02% 150

Other funds holding GNMA

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Merriman Wealth Management's GNMA Position: Q4 2022 in Review

Merriman Wealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q4 2022, closing a stake of 5,474 shares — an estimated $235K sold.

Merriman Wealth Management first reported a position in GNMA in Q3 2022 and held it in 1 quarter. The position peaked at $235K in Q3 2022. 97 funds tracked by Wall St. Rank hold GNMA as of Q4 2022.

  • Merriman Wealth Management reported no remaining iShares GNMA Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 5,474 iShares GNMA Bond ETF shares in Q4 2022, an estimated $235K.
  • Merriman Wealth Management first reported a position in iShares GNMA Bond ETF in Q3 2022 and held it in 1 quarter.
  • Merriman Wealth Management's iShares GNMA Bond ETF position peaked at $235K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2022.

Based on Merriman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.