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Stratos Wealth Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-5,612
Closed -$241K – 697
2024
Q4 		$241K Buy
+5,612
New +$245K 0.01% 629

Other funds holding GNMA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stratos Wealth Advisors's GNMA Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares GNMA Bond ETF (GNMA) in Q1 2025, closing a stake of 5,612 shares — an estimated $241K sold.

Stratos Wealth Advisors first reported a position in GNMA in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 122 funds tracked by Wall St. Rank hold GNMA as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares GNMA Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,612 iShares GNMA Bond ETF shares in Q1 2025, an estimated $241K.
  • Stratos Wealth Advisors first reported a position in iShares GNMA Bond ETF in Q4 2024 and held it in 1 quarter.
  • Stratos Wealth Advisors's iShares GNMA Bond ETF position peaked at $241K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.