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ShoreHaven Wealth Partners’s iShares GNMA Bond ETF GNMA Stock Holding History

ShoreHaven Wealth Partners’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
2024
Q2 		– Sell
-8,225
Closed -$357K – 80
2024
Q1 		$357K Sell
8,225
-7,884
-49% -$343K 0.2% 59
2023
Q4 		$713K Buy
16,109
+845
+6% +$35.7K 0.43% 42
2023
Q3 		$638K Buy
15,264
+1,788
+13% +$76.9K 0.44% 43
2023
Q2 		$591K Buy
+13,476
New +$595K 0.4% 40

Other funds holding GNMA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

ShoreHaven Wealth Partners's GNMA Position: Q2 2024 in Review

ShoreHaven Wealth Partners sold out of iShares GNMA Bond ETF (GNMA) in Q2 2024, closing a stake of 8,225 shares — an estimated $357K sold.

ShoreHaven Wealth Partners first reported a position in GNMA in Q2 2023 and held it in 4 quarters. The position peaked at $713K in Q4 2023. 116 funds tracked by Wall St. Rank hold GNMA as of Q2 2024.

  • ShoreHaven Wealth Partners reported no remaining iShares GNMA Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 8,225 iShares GNMA Bond ETF shares in Q2 2024, an estimated $357K.
  • ShoreHaven Wealth Partners first reported a position in iShares GNMA Bond ETF in Q2 2023 and held it in 4 quarters.
  • ShoreHaven Wealth Partners's iShares GNMA Bond ETF position peaked at $713K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2024.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.