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Regal Investment Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Regal Investment Advisors’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
2019
Q1 		– Sell
-7,750
Closed -$377K – 375
2018
Q4 		$377K Buy
7,750
+1,800
+30% +$86.2K 0.08% 209
2018
Q3 		$287K Buy
+5,950
New +$288K 0.06% 247

Other funds holding GNMA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's GNMA Position: Q1 2019 in Review

Regal Investment Advisors sold out of iShares GNMA Bond ETF (GNMA) in Q1 2019, closing a stake of 7,750 shares — an estimated $377K sold.

Regal Investment Advisors first reported a position in GNMA in Q3 2018 and held it in 2 quarters. The position peaked at $377K in Q4 2018. 42 funds tracked by Wall St. Rank hold GNMA as of Q1 2019.

  • Regal Investment Advisors reported no remaining iShares GNMA Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 7,750 iShares GNMA Bond ETF shares in Q1 2019, an estimated $377K.
  • Regal Investment Advisors first reported a position in iShares GNMA Bond ETF in Q3 2018 and held it in 2 quarters.
  • Regal Investment Advisors's iShares GNMA Bond ETF position peaked at $377K in Q4 2018.
  • 42 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.