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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
Q3 		– Hold
0
– – – 8
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 -$9.5M – 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

NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
PS
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Prosperity Planning's GNMA Position: Q3 2026 in Review

Prosperity Planning held its iShares GNMA Bond ETF (GNMA) position steady in Q3 2026 at 0 shares worth $15.3M. The position accounts for 3.4% 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. 13 funds tracked by Wall St. Rank hold GNMA as of Q3 2026.

  • Prosperity Planning held 0 shares of iShares GNMA Bond ETF worth $15.3M as of Q3 2026.
  • Prosperity Planning left its iShares GNMA Bond ETF share count unchanged in Q3 2026.
  • iShares GNMA Bond ETF made up 3.4% of Prosperity Planning's portfolio in Q3 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.
  • 13 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.