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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,070	Closed	-$225K	–	188
2023 Q1	$225K	Sell	5,070 -5,303	-51%	-$236K	0.06%	168
2022 Q4	$451K	Sell	10,373 -810	-7%	-$35.2K	0.12%	112
2022 Q3	$481K	Sell	11,183 -741	-6%	-$31.9K	0.14%	92
2022 Q2	$543K	Buy	+11,924	New	+$543K	0.15%	87