Prosperity Planning, Inc. GNMA Holdings History
Prosperity Planning, Inc.'s iShares Barclays GNMA Bond Fund Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 251,260.00 shares of iShares Barclays GNMA Bond Fund(GNMA), totaling $11.04 Mil. This investment constitutes 3.19% of their stock portfolio, and Prosperity Planning, Inc. now holds 2.99% of the outstanding iShares Barclays GNMA Bond Fund(GNMA) stock.
The initial trade took place in 2021Q3. And since then Prosperity Planning, Inc. has made 12 purchases of GNMA, at an average price of $46.46, for a total of 254,899.00 shares. In addition, there have been 1 sales at an average price of $44.05 for 3,639.00 shares. Based on historical transaction data and GNMA's current price of $43.47, Prosperity Planning, Inc.'s estimated gain on his GNMA holdings is $-762,287.62, reflecting a -6.44% gain to date.
Prosperity Planning, Inc. GNMA ($43.47) Holding Chart
Prosperity Planning, Inc. GNMA ($43.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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