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WealthPlan Investment Management’s iShares GNMA Bond ETF GNMA Stock Holding History

WealthPlan Investment 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
2026
Q2 		$255K Sell
5,774
-68
-1% -$3.01K 0.01% 420
2026
Q1 		$259K Sell
5,842
-35
-0.6% -$1.56K 0.01% 411
2025
Q4 		$262K Hold
5,877
– – 0.02% 328
2025
Q3 		$261K Sell
5,877
-12
-0.2% -$527 0.02% 290
2025
Q2 		$259K Buy
+5,889
New +$256K 0.02% 304

Other funds holding GNMA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $1.05B AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthPlan Investment Management's GNMA Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares GNMA Bond ETF (GNMA) stake by 1.2% in Q2 2026, selling an estimated $3.01K and leaving 5,774 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #420.

WealthPlan Investment Management first reported a position in GNMA in Q2 2025 and has held it in 5 quarters since. The position peaked at $262K in Q4 2025. 124 funds tracked by Wall St. Rank hold GNMA as of Q2 2026.

  • WealthPlan Investment Management held 5,774 shares of iShares GNMA Bond ETF worth $255K as of Q2 2026.
  • WealthPlan Investment Management sold 68 iShares GNMA Bond ETF shares in Q2 2026, an estimated $3.01K.
  • iShares GNMA Bond ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #420 holding.
  • WealthPlan Investment Management first reported a position in iShares GNMA Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's iShares GNMA Bond ETF position peaked at $262K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.