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Walkner Condon Financial Advisors’s iShares GNMA Bond ETF GNMA Stock Holding History

Walkner Condon Financial Advisors’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
2020
Q1 		– Sell
-47,394
Closed -$2.38M – 61
2019
Q4 		$2.38M Buy
+47,394
New +$2.38M 2.29% 11

Other funds holding GNMA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $154M AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Walkner Condon Financial Advisors's GNMA Position: Q1 2020 in Review

Walkner Condon Financial Advisors sold out of iShares GNMA Bond ETF (GNMA) in Q1 2020, closing a stake of 47,394 shares — an estimated $2.38M sold.

Walkner Condon Financial Advisors first reported a position in GNMA in Q4 2019 and held it in 1 quarter. The position peaked at $2.38M in Q4 2019. 57 funds tracked by Wall St. Rank hold GNMA as of Q1 2020.

  • Walkner Condon Financial Advisors reported no remaining iShares GNMA Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 47,394 iShares GNMA Bond ETF shares in Q1 2020, an estimated $2.38M.
  • Walkner Condon Financial Advisors first reported a position in iShares GNMA Bond ETF in Q4 2019 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's iShares GNMA Bond ETF position peaked at $2.38M in Q4 2019.
  • 57 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2020, filed 26 Aug 2020.