SWP
GNMA icon

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

Stratos 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
2025
Q3 		– Sell
-202,986
Closed -$8.92M – 1569
2025
Q2 		$8.92M Buy
+202,986
New +$8.81M 0.12% 178
2018
Q4 		– Sell
-90
Closed -$4K – 1490
2018
Q3 		$4K Buy
+90
New +$4.35K ﹤0.01% 2519
2018
Q2 		– Sell
-126
Closed -$6K – 1615
2018
Q1 		$6K Buy
+126
New +$6.14K ﹤0.01% 2540
2016
Q4 		– Sell
-58,410
Closed -$2.98M – 739
2016
Q3 		$2.98M Buy
58,410
+3,822
+7% +$195K 0.2% 101
2016
Q2 		$2.79M Buy
+54,588
New +$2.77M 0.21% 98
2015
Q2 		– Sell
-6,916
Closed -$350K – 562
2015
Q1 		$350K Hold
6,916
– – 0.04% 383
2014
Q4 		$350K Buy
+6,916
New +$349K 0.06% 319

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return