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Planned Solutions’s iShares GNMA Bond ETF GNMA Stock Holding History

Planned Solutions’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 		$795K Buy
17,970
+85
+0.5% +$3.76K 0.23% 53
2026
Q1 		$793K Sell
17,885
-21
-0.1% -$938 0.26% 46
2025
Q4 		$798K Sell
17,906
-1,319
-7% -$58.8K 0.26% 43
2025
Q3 		$853K Buy
19,225
+2,183
+13% +$95.9K 0.3% 40
2025
Q2 		$749K Sell
17,042
-1,164
-6% -$50.5K 0.29% 41
2025
Q1 		$799K Buy
18,206
+125
+0.7% +$5.41K 0.33% 38
2024
Q4 		$776K Buy
18,081
+746
+4% +$32.5K 0.32% 38
2024
Q3 		$776K Buy
17,335
+501
+3% +$22.2K 0.32% 36
2024
Q2 		$725K Sell
16,834
-107
-0.6% -$4.58K 0.36% 36
2024
Q1 		$735K Buy
16,941
+54
+0.3% +$2.35K 0.36% 34
2023
Q4 		$747K Buy
16,887
+665
+4% +$28.1K 0.35% 30
2023
Q3 		$678K Sell
16,222
-39
-0.2% -$1.68K 0.41% 30
2023
Q2 		$713K Buy
16,261
+49
+0.3% +$2.16K 0.42% 31
2023
Q1 		$721K Buy
16,212
+1
+0% +$44 0.46% 29
2022
Q4 		$705K Buy
16,211
+46
+0.3% +$2K 0.52% 29
2022
Q3 		$695K Buy
16,165
+35
+0.2% +$1.59K 0.59% 24
2022
Q2 		$735K Buy
16,130
+133
+0.8% +$6.12K 0.71% 22
2022
Q1 		$763K Sell
15,997
-366
-2% -$17.8K 0.55% 24
2021
Q4 		$814K Buy
+16,363
New +$815K 0.56% 24
2021
Q2 		$886K Buy
17,721
+228
+1% +$11.4K 0.63% 22
2021
Q1 		$880K Buy
17,493
+1,731
+11% +$87.7K 0.69% 18
2020
Q4 		$804K Buy
15,762
+2,135
+16% +$109K 0.64% 17
2020
Q3 		$696K Buy
+13,627
New +$697K 0.68% 17

Other funds holding GNMA

PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return