Shared Vision Wealth Group’s iShares GNMA Bond ETF GNMA Stock Holding History

Shared Vision Wealth Group’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 Q1	$249K	Sell	5,606 -248	-4%	-$11.1K	0.1%	85
2025 Q4	$262K	Sell	5,854 -105	-2%	-$4.68K	0.11%	87
2025 Q3	$267K	Sell	5,959 -77	-1%	-$3.38K	0.11%	82
2025 Q2	$263K	Buy	6,036 +1,026	+20%	+$44.5K	0.13%	69
2025 Q1	$220K	Buy	5,010 +114	+2%	+$4.94K	0.12%	77
2024 Q4	$210K	Sell	4,896 -527	-10%	-$23K	0.11%	74
2024 Q3	$243K	Sell	5,423 -34	-0.6%	-$1.5K	0.13%	67
2024 Q2	$235K	Buy	5,457 +634	+13%	+$27.1K	0.14%	67
2024 Q1	$209K	Sell	4,823 -348	-7%	-$15.1K	0.13%	73
2023 Q4	$229K	Buy	+5,171	New	+$218K	0.15%	71

Other funds holding GNMA

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

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

PGA

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

OIA

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

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

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

Shared Vision Wealth Group's GNMA Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares GNMA Bond ETF (GNMA) stake by 4.2% in Q1 2026, selling an estimated $11.1K and leaving 5,606 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #85.

Shared Vision Wealth Group first reported a position in GNMA in Q4 2023 and has held it in 10 quarters since. The position peaked at $267K in Q3 2025. 117 funds tracked by Wall St. Rank hold GNMA as of Q1 2026.

Shared Vision Wealth Group held 5,606 shares of iShares GNMA Bond ETF worth $249K as of Q1 2026.
Shared Vision Wealth Group sold 248 iShares GNMA Bond ETF shares in Q1 2026, an estimated $11.1K.
iShares GNMA Bond ETF made up 0.1% of Shared Vision Wealth Group's portfolio in Q1 2026, its #85 holding.
Shared Vision Wealth Group first reported a position in iShares GNMA Bond ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares GNMA Bond ETF position peaked at $267K in Q3 2025.
117 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.