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

FPCG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BIA

Bigelow Investment Advisors Portland, Maine $276M AUM 26.16% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

GIM

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

GLA

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 $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's GNMA Position: Q3 2021 in Review

Sowell Financial Services sold out of iShares GNMA Bond ETF (GNMA) in Q3 2021, closing a stake of 23,305 shares — an estimated $1.17M sold.

Sowell Financial Services first reported a position in GNMA in Q3 2019 and held it in 8 quarters. The position peaked at $1.36M in Q2 2020. 80 funds tracked by Wall St. Rank hold GNMA as of Q3 2021.

Sowell Financial Services reported no remaining iShares GNMA Bond ETF position as of Q3 2021 after selling out during the quarter.
Sowell Financial Services sold 23,305 iShares GNMA Bond ETF shares in Q3 2021, an estimated $1.17M.
Sowell Financial Services first reported a position in iShares GNMA Bond ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's iShares GNMA Bond ETF position peaked at $1.36M in Q2 2020.
80 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.