Beacon Financial Advisory
GTIP icon

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
Q3 		$223K Buy
4,812
+533
+12% +$25.4K 0.04% 401
2026
Q2 		$209K Buy
+4,279
New +$211K 0.04% 403

Other funds holding GTIP

Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Brown, Lisle/Cummings
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Beacon Financial Advisory's GTIP Position: Q3 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 12% in Q3 2026, buying an estimated $25.4K and bringing the position to 4,812 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #401.

Beacon Financial Advisory first reported a position in GTIP in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold GTIP as of Q3 2026.

  • Beacon Financial Advisory held 4,812 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $223K as of Q3 2026.
  • Beacon Financial Advisory bought 533 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q3 2026, an estimated $25.4K.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.04% of Beacon Financial Advisory's portfolio in Q3 2026, its #401 holding.
  • Beacon Financial Advisory first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.