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Adams Wealth Management’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Adams Wealth Management’s Portfolio GTIP Stock Details GTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,252
Closed -$739K – 109
2022
Q4 		$739K Sell
15,252
-3,887
-20% -$188K 0.26% 62
2022
Q3 		$911K Buy
+19,139
New +$983K 0.34% 29

Other funds holding GTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Adams Wealth Management's GTIP Position: Q1 2023 in Review

Adams Wealth Management sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q1 2023, closing a stake of 15,252 shares — an estimated $739K sold.

Adams Wealth Management first reported a position in GTIP in Q3 2022 and held it in 2 quarters. The position peaked at $911K in Q3 2022. 33 funds tracked by Wall St. Rank hold GTIP as of Q1 2023.

  • Adams Wealth Management reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Adams Wealth Management sold 15,252 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q1 2023, an estimated $739K.
  • Adams Wealth Management first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q3 2022 and held it in 2 quarters.
  • Adams Wealth Management's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $911K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2023.

Based on Adams Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.