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Optimum Investment Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Optimum Investment Advisors’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
2023
Q4 		– Sell
-1,217
Closed -$50.8K – 680
2023
Q3 		$50.8K Hold
1,217
– – 0.03% 361
2023
Q2 		$53.4K Hold
1,217
– – 0.03% 366
2023
Q1 		$54.1K Hold
1,217
– – 0.03% 359
2022
Q4 		$52.9K Hold
1,217
– – 0.03% 369
2022
Q3 		$52K Hold
1,217
– – 0.03% 369
2022
Q2 		$55K Hold
1,217
– – 0.03% 382
2022
Q1 		$58K Hold
1,217
– – 0.02% 405
2021
Q4 		$61K Hold
1,217
– – 0.02% 426
2021
Q3 		$61K Hold
1,217
– – 0.03% 423
2021
Q2 		$61K Hold
1,217
– – 0.02% 461
2021
Q1 		$61K Hold
1,217
– – 0.02% 457
2020
Q4 		$62K Hold
1,217
– – 0.02% 439
2020
Q3 		$62K Hold
1,217
– – 0.02% 408
2020
Q2 		$63K Hold
1,217
– – 0.02% 396
2020
Q1 		$63K Hold
1,217
– – 0.03% 379
2019
Q4 		$61K Hold
1,217
– – 0.02% 480
2019
Q3 		$61K Hold
1,217
– – 0.02% 470
2019
Q2 		$61K Hold
1,217
– – 0.02% 466
2019
Q1 		$60K Hold
1,217
– – 0.02% 471
2018
Q4 		$59K Hold
1,217
– – 0.02% 443
2018
Q3 		$59K Hold
1,217
– – 0.02% 501
2018
Q2 		$59K Hold
1,217
– – 0.02% 499
2018
Q1 		$59K Buy
+1,217
New +$59.3K 0.02% 500
2015
Q1 		$62K Hold
1,217
– – 0.02% 464
2014
Q4 		$62K Hold
1,217
– – 0.02% 453
2014
Q3 		$61K Buy
+1,217
New +$60.6K 0.02% 434

Other funds holding GNMA

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
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
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Optimum Investment Advisors's GNMA Position: Q4 2023 in Review

Optimum Investment Advisors sold out of iShares GNMA Bond ETF (GNMA) in Q4 2023, closing a stake of 1,217 shares — an estimated $50.8K sold.

Optimum Investment Advisors first reported a position in GNMA in Q3 2014 and held it in 26 quarters. The position peaked at $63K in Q2 2020. 137 funds tracked by Wall St. Rank hold GNMA as of Q4 2023.

  • Optimum Investment Advisors reported no remaining iShares GNMA Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,217 iShares GNMA Bond ETF shares in Q4 2023, an estimated $50.8K.
  • Optimum Investment Advisors first reported a position in iShares GNMA Bond ETF in Q3 2014 and held it in 26 quarters.
  • Optimum Investment Advisors's iShares GNMA Bond ETF position peaked at $63K in Q2 2020.
  • 137 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.