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Tyler-Stone Wealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-17
Closed -$732 – 558
2024
Q2 		$732 Hold
17
– – ﹤0.01% 920
2024
Q1 		$738 Hold
17
– – ﹤0.01% 908
2023
Q4 		$752 Hold
17
– – ﹤0.01% 881
2023
Q3 		$1K Hold
17
– – ﹤0.01% 853
2023
Q2 		$1K Buy
+17
New +$751 ﹤0.01% 843
2022
Q4 		$1K Hold
17
– – ﹤0.01% 808
2022
Q3 		$1K Hold
17
– – ﹤0.01% 798
2022
Q2 		$1K Hold
17
– – ﹤0.01% 812
2022
Q1 		$1K Hold
17
– – ﹤0.01% 787
2021
Q4 		$1K Buy
+17
New +$847 ﹤0.01% 860

Other funds holding GNMA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return

Tyler-Stone Wealth Management's GNMA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q3 2024, closing a stake of 17 shares — an estimated $732 sold.

Tyler-Stone Wealth Management first reported a position in GNMA in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2023. 103 funds tracked by Wall St. Rank hold GNMA as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares GNMA Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 17 iShares GNMA Bond ETF shares in Q3 2024, an estimated $732.
  • Tyler-Stone Wealth Management first reported a position in iShares GNMA Bond ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's iShares GNMA Bond ETF position peaked at $1K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.