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Mowery & Schoenfeld Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

Mowery & Schoenfeld 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
2024
Q1 		– Sell
-2,386
Closed -$106K – 174
2023
Q4 		$106K Buy
+2,386
New +$101K 0.21% 56

Other funds holding GNMA

JP Morgan Chase
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Fort Pitt Capital Group
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's GNMA Position: Q1 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q1 2024, closing a stake of 2,386 shares — an estimated $106K sold.

Mowery & Schoenfeld Wealth Management first reported a position in GNMA in Q4 2023 and held it in 1 quarter. The position peaked at $106K in Q4 2023. 118 funds tracked by Wall St. Rank hold GNMA as of Q1 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares GNMA Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 2,386 iShares GNMA Bond ETF shares in Q1 2024, an estimated $106K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares GNMA Bond ETF in Q4 2023 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares GNMA Bond ETF position peaked at $106K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.