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Beacon Financial Advisory’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Beacon Financial Advisory’s Portfolio GCOR Stock Details GCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
25,861
+6,666
+35% +$277K 0.24% 106
2025
Q4 		$797K Buy
19,195
+10,899
+131% +$455K 0.18% 143
2025
Q3 		$347K Buy
8,296
+2,776
+50% +$115K 0.08% 266
2025
Q2 		$228K Buy
+5,520
New +$225K 0.06% 319

Other funds holding GCOR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beacon Financial Advisory's GCOR Position: Q1 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 35% in Q1 2026, buying an estimated $277K and bringing the position to 25,861 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #106.

Beacon Financial Advisory first reported a position in GCOR in Q2 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold GCOR as of Q1 2026.

  • Beacon Financial Advisory held 25,861 shares of Goldman Sachs Access US Aggregate Bond ETF worth $1.07M as of Q1 2026.
  • Beacon Financial Advisory bought 6,666 Goldman Sachs Access US Aggregate Bond ETF shares in Q1 2026, an estimated $277K.
  • Goldman Sachs Access US Aggregate Bond ETF made up 0.24% of Beacon Financial Advisory's portfolio in Q1 2026, its #106 holding.
  • Beacon Financial Advisory first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.