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Beacon Financial Advisory’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Beacon Financial Advisory’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
2026
Q2 		$209K Buy
+4,279
New +$211K 0.04% 403

Other funds holding GTIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Financial Advisory's GTIP Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q2 2026: 4,279 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #403 among its holdings.

58 funds tracked by Wall St. Rank hold GTIP as of Q2 2026.

  • Beacon Financial Advisory held 4,279 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $209K as of Q2 2026.
  • Goldman Sachs Access Inflation Protected USD Bond ETF was a new Beacon Financial Advisory position in Q2 2026.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #403 holding.
  • 58 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.