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

Perigon 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
2026
Q1 		$423K Buy
9,534
+1,017
+12% +$45.4K 0.01% 879
2025
Q4 		$379K Sell
8,517
-89
-1% -$3.96K 0.01% 923
2025
Q3 		$382K Buy
8,606
+367
+4% +$16.1K 0.01% 850
2025
Q2 		$362K Sell
8,239
-464
-5% -$20.1K 0.01% 781
2025
Q1 		$382K Buy
8,703
+161
+2% +$6.97K 0.01% 721
2024
Q4 		$367K Sell
8,542
-330
-4% -$14.4K 0.01% 744
2024
Q3 		$397K Sell
8,872
-79
-0.9% -$3.49K 0.01% 693
2024
Q2 		$386K Buy
8,951
+389
+5% +$16.6K 0.01% 603
2024
Q1 		$372K Buy
8,562
+1,313
+18% +$57K 0.01% 616
2023
Q4 		$321K Buy
+7,249
New +$306K 0.01% 631

Other funds holding GNMA

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return