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Wealthsimple US’s iShares GNMA Bond ETF GNMA Stock Holding History

Wealthsimple US’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
Q3 		– Sell
-15,832
Closed -$813K – 27
2020
Q2 		$813K Sell
15,832
-16,736
-51% -$862K 0.62% 17
2020
Q1 		$1.68M Sell
32,568
-219,098
-87% -$11M 1.47% 14
2019
Q4 		$12.6M Buy
+251,666
New +$12.6M 10.04% 2

Other funds holding GNMA

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $173M AUM 25.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthsimple US's GNMA Position: Q3 2020 in Review

Wealthsimple US sold out of iShares GNMA Bond ETF (GNMA) in Q3 2020, closing a stake of 15,832 shares — an estimated $813K sold.

Wealthsimple US first reported a position in GNMA in Q4 2019 and held it in 3 quarters. The position peaked at $12.6M in Q4 2019. 72 funds tracked by Wall St. Rank hold GNMA as of Q3 2020.

  • Wealthsimple US reported no remaining iShares GNMA Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthsimple US sold 15,832 iShares GNMA Bond ETF shares in Q3 2020, an estimated $813K.
  • Wealthsimple US first reported a position in iShares GNMA Bond ETF in Q4 2019 and held it in 3 quarters.
  • Wealthsimple US's iShares GNMA Bond ETF position peaked at $12.6M in Q4 2019.
  • 72 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q3 2020.

Based on Wealthsimple US's 13F filing for Q3 2020, filed 9 Nov 2020.