Robertson Stephens Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

Robertson Stephens 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
2025 Q3	–	Sell	-20,215	Closed	-$888K	–	550
2025 Q2	$888K	Sell	20,215 -3,044	-13%	-$132K	0.03%	281
2025 Q1	$1.02M	Sell	23,259 -367	-2%	-$15.9K	0.04%	268
2024 Q4	$1.01M	Sell	23,626 -137	-0.6%	-$5.97K	0.04%	258
2024 Q3	$1.06M	Sell	23,763 -3,244	-12%	-$143K	0.04%	271
2024 Q2	$1.16M	Sell	27,007 -5,210	-16%	-$223K	0.06%	204
2024 Q1	$1.4M	Buy	32,217 +4,572	+17%	+$199K	0.07%	190
2023 Q4	$1.22M	Buy	27,645 +11,799	+74%	+$498K	0.07%	200
2023 Q3	$662K	Buy	15,846 +8,787	+124%	+$378K	0.04%	259
2023 Q2	$309K	Buy	+7,059	New	+$312K	0.02%	348

Other funds holding GNMA

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Robertson Stephens Wealth Management's GNMA Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q3 2025, closing a stake of 20,215 shares — an estimated $888K sold.

Robertson Stephens Wealth Management first reported a position in GNMA in Q2 2023 and held it in 9 quarters. The position peaked at $1.4M in Q1 2024. 115 funds tracked by Wall St. Rank hold GNMA as of Q3 2025.

Robertson Stephens Wealth Management reported no remaining iShares GNMA Bond ETF position as of Q3 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 20,215 iShares GNMA Bond ETF shares in Q3 2025, an estimated $888K.
Robertson Stephens Wealth Management first reported a position in iShares GNMA Bond ETF in Q2 2023 and held it in 9 quarters.
Robertson Stephens Wealth Management's iShares GNMA Bond ETF position peaked at $1.4M in Q1 2024.
115 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.