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Valley Forge Investment Consultants’s iShares GNMA Bond ETF GNMA Stock Holding History

Valley Forge Investment Consultants’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
2022
Q2 		– Sell
-4,242
Closed -$202K – 84
2022
Q1 		$202K Hold
4,242
– – 0.08% 76
2021
Q4 		$211K Buy
+4,242
New +$211K 0.09% 69

Other funds holding GNMA

Fort Pitt Capital Group
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valley Forge Investment Consultants's GNMA Position: Q2 2022 in Review

Valley Forge Investment Consultants sold out of iShares GNMA Bond ETF (GNMA) in Q2 2022, closing a stake of 4,242 shares — an estimated $202K sold.

Valley Forge Investment Consultants first reported a position in GNMA in Q4 2021 and held it in 2 quarters. The position peaked at $211K in Q4 2021. 92 funds tracked by Wall St. Rank hold GNMA as of Q2 2022.

  • Valley Forge Investment Consultants reported no remaining iShares GNMA Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 4,242 iShares GNMA Bond ETF shares in Q2 2022, an estimated $202K.
  • Valley Forge Investment Consultants first reported a position in iShares GNMA Bond ETF in Q4 2021 and held it in 2 quarters.
  • Valley Forge Investment Consultants's iShares GNMA Bond ETF position peaked at $211K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2022.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2022, filed 3 Aug 2022.