RKL Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

RKL 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
2018 Q1	–	Sell	-6,027	Closed	-$299K	–	132
2017 Q4	$299K	Buy	6,027 +10	+0.2%	+$497	0.07%	121
2017 Q3	$301K	Sell	6,017 -1,051	-15%	-$52.4K	0.08%	125
2017 Q2	$352K	Buy	7,068 +2,076	+42%	+$104K	0.11%	112
2017 Q1	$248K	Buy	4,992 +714	+17%	+$35.4K	0.1%	105
2016 Q4	$213K	Buy	+4,278	New	+$215K	0.1%	94

Other funds holding GNMA

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

RKL Wealth Management's GNMA Position: Q1 2018 in Review

RKL Wealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q1 2018, closing a stake of 6,027 shares — an estimated $299K sold.

RKL Wealth Management first reported a position in GNMA in Q4 2016 and held it in 5 quarters. The position peaked at $352K in Q2 2017. 44 funds tracked by Wall St. Rank hold GNMA as of Q1 2018.

RKL Wealth Management reported no remaining iShares GNMA Bond ETF position as of Q1 2018 after selling out during the quarter.
RKL Wealth Management sold 6,027 iShares GNMA Bond ETF shares in Q1 2018, an estimated $299K.
RKL Wealth Management first reported a position in iShares GNMA Bond ETF in Q4 2016 and held it in 5 quarters.
RKL Wealth Management's iShares GNMA Bond ETF position peaked at $352K in Q2 2017.
44 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2018.

Based on RKL Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.