Sowell Financial Services’s iShares GNMA Bond ETF GNMA Stock Holding History

Sowell Financial Services’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
2021 Q3	–	Sell	-23,305	Closed	-$1.17M	–	505
2021 Q2	$1.17M	Buy	23,305 +40	+0.2%	+$2.01K	0.08%	281
2021 Q1	$1.17M	Buy	23,265 +568	+3%	+$28.8K	0.04%	369
2020 Q4	$1.16M	Sell	22,697 -3,860	-15%	-$197K	0.05%	293
2020 Q3	$1.36M	Buy	26,557 +39	+0.1%	+$2K	0.07%	232
2020 Q2	$1.36M	Buy	26,518 +3,691	+16%	+$190K	0.07%	222
2020 Q1	$1.18M	Sell	22,827 -3,581	-14%	-$180K	0.09%	227
2019 Q4	$1.33M	Buy	26,408 +179	+0.7%	+$8.99K	0.1%	211
2019 Q3	$1.32M	Buy	+26,229	New	+$1.32M	0.11%	197

Other funds holding GNMA

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bigelow Investment Advisors Portland, Maine $250M AUM 19.33% 1-Year Est. Return

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return