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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
Q2 		$335K Sell
7,572
-1,962
-21% -$86.8K 0.01% 1057
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Perigon Wealth Management's GNMA Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares GNMA Bond ETF (GNMA) stake by 21% in Q2 2026, selling an estimated $86.8K and leaving 7,572 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1057.

Perigon Wealth Management first reported a position in GNMA in Q4 2023 and has held it in 11 quarters since. The position peaked at $423K in Q1 2026. 124 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

  • Perigon Wealth Management held 7,572 shares of iShares GNMA Bond ETF worth $335K as of Q2 2026.
  • Perigon Wealth Management sold 1,962 iShares GNMA Bond ETF shares in Q2 2026, an estimated $86.8K.
  • iShares GNMA Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1057 holding.
  • Perigon Wealth Management first reported a position in iShares GNMA Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Perigon Wealth Management's iShares GNMA Bond ETF position peaked at $423K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.