RSWM
Robertson Stephens Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
20,215
-3,044
| -13% | -$134K | 0.03% | 279 |
|
|
2025
Q1 | $1.02M | Sell |
23,259
-367
| -2% | -$16.1K | 0.04% | 263 |
|
|
2024
Q4 | $1.01M | Sell |
23,626
-137
| -0.6% | -$5.88K | 0.04% | 257 |
|
|
2024
Q3 | $1.06M | Sell |
23,763
-3,244
| -12% | -$145K | 0.04% | 270 |
|
|
2024
Q2 | $1.16M | Sell |
27,007
-5,210
| -16% | -$224K | 0.06% | 203 |
|
|
2024
Q1 | $1.4M | Buy |
32,217
+4,572
| +17% | +$198K | 0.07% | 188 |
|
|
2023
Q4 | $1.22M | Buy |
27,645
+11,799
| +74% | +$522K | 0.07% | 199 |
|
|
2023
Q3 | $662K | Buy |
15,846
+8,787
| +124% | +$367K | 0.04% | 259 |
|
|
2023
Q2 | $309K | Buy |
+7,059
| New | +$309K | 0.02% | 347 |
|