SWP
GNMA icon

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

Summit 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
2023
Q2 		– Sell
-5,070
Closed -$225K – 188
2023
Q1 		$225K Sell
5,070
-5,303
-51% -$235K 0.06% 168
2022
Q4 		$451K Sell
10,373
-810
-7% -$35.1K 0.12% 112
2022
Q3 		$481K Sell
11,183
-741
-6% -$33.7K 0.14% 92
2022
Q2 		$543K Buy
+11,924
New +$549K 0.15% 87

Other funds holding GNMA

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Summit Wealth Partners's GNMA Position: Q2 2023 in Review

Summit Wealth Partners sold out of iShares GNMA Bond ETF (GNMA) in Q2 2023, closing a stake of 5,070 shares — an estimated $225K sold.

Summit Wealth Partners first reported a position in GNMA in Q2 2022 and held it in 4 quarters. The position peaked at $543K in Q2 2022. 101 funds tracked by Wall St. Rank hold GNMA as of Q2 2023.

  • Summit Wealth Partners reported no remaining iShares GNMA Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 5,070 iShares GNMA Bond ETF shares in Q2 2023, an estimated $225K.
  • Summit Wealth Partners first reported a position in iShares GNMA Bond ETF in Q2 2022 and held it in 4 quarters.
  • Summit Wealth Partners's iShares GNMA Bond ETF position peaked at $543K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2023.

Based on Summit Wealth Partners's 13F filing for Q2 2023, filed 11 Sep 2024.