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NewEdge Wealth’s iShares GNMA Bond ETF GNMA Stock Holding History

NewEdge Wealth’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
Q3 		– Sell
-9,575
Closed -$412K – 884
2024
Q2 		$412K Buy
9,575
+448
+5% +$19.2K 0.01% 588
2024
Q1 		$387K Buy
+9,127
New +$397K 0.01% 613

Other funds holding GNMA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

NewEdge Wealth's GNMA Position: Q3 2024 in Review

NewEdge Wealth sold out of iShares GNMA Bond ETF (GNMA) in Q3 2024, closing a stake of 9,575 shares — an estimated $412K sold.

NewEdge Wealth first reported a position in GNMA in Q1 2024 and held it in 2 quarters. The position peaked at $412K in Q2 2024. 103 funds tracked by Wall St. Rank hold GNMA as of Q3 2024.

  • NewEdge Wealth reported no remaining iShares GNMA Bond ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Wealth sold 9,575 iShares GNMA Bond ETF shares in Q3 2024, an estimated $412K.
  • NewEdge Wealth first reported a position in iShares GNMA Bond ETF in Q1 2024 and held it in 2 quarters.
  • NewEdge Wealth's iShares GNMA Bond ETF position peaked at $412K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2024.

Based on NewEdge Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.