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Prosperity Planning’s iShares GNMA Bond ETF GNMA Stock Holding History

Prosperity Planning’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 		– Hold
0
– – – 8
2026
Q1 		– Hold
0
– – – 8
2025
Q4 		– Hold
0
– – – 8
2025
Q3 		– Hold
0
– – – 8
2025
Q2 		– Hold
0
– – – 9
2025
Q1 		– Hold
0
– – – 9
2024
Q4 		– Hold
0
– – – 9
2024
Q3 		– Sell
-215,647
Closed -$9.54M – 11
2024
Q2 		$9.29M Buy
+215,647
New +$9.23M 3.17% 11
2024
Q1 		– Hold
0
– – – 11
2023
Q4 		– Hold
0
– – – 11
2023
Q3 		– Hold
0
– – – 11
2023
Q2 		– Hold
0
– – – 11
2023
Q1 		– Hold
0
– – – 11
2022
Q4 		– Hold
0
– – – 11
2022
Q3 		– Hold
0
– – – 10
2022
Q2 		– Hold
0
– – – 10
2022
Q1 		– Hold
0
– – – 10
2021
Q4 		– Hold
0
– – – 10
2021
Q3 		– Hold
0
– – – 10
2021
Q2 		– Hold
0
– – – 10
2021
Q1 		– Hold
0
– – – 9
2020
Q4 		– Hold
0
– – – 10

Other funds holding GNMA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Prosperity Planning's GNMA Position: Q2 2026 in Review

Prosperity Planning held its iShares GNMA Bond ETF (GNMA) position steady in Q2 2026 at 0 shares worth $15.1M. The position accounts for 3.46% of the portfolio, ranked #8.

Prosperity Planning first reported a position in GNMA in Q2 2024 and has held it in 1 quarter since. The position peaked at $9.29M in Q2 2024. 22 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

  • Prosperity Planning held 0 shares of iShares GNMA Bond ETF worth $15.1M as of Q2 2026.
  • Prosperity Planning left its iShares GNMA Bond ETF share count unchanged in Q2 2026.
  • iShares GNMA Bond ETF made up 3.46% of Prosperity Planning's portfolio in Q2 2026, its #8 holding.
  • Prosperity Planning first reported a position in iShares GNMA Bond ETF in Q2 2024 and has held it in 1 quarter since.
  • Prosperity Planning's iShares GNMA Bond ETF position peaked at $9.29M in Q2 2024.
  • 22 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.