Carson Wealth (CWM LLC)’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$2.27K	Hold	46	–	–	﹤0.01%	5243
2025 Q4	$2K	Hold	46	–	–	﹤0.01%	5086
2025 Q3	$2K	Buy	+46	New	+$2.28K	﹤0.01%	5004
2024 Q3	–	Sell	-100	Closed	-$5K	–	4950
2024 Q2	$5K	Buy	+100	New	+$4.83K	﹤0.01%	3866
2023 Q2	–	Sell	-357	Closed	-$18K	–	4293
2023 Q1	$18K	Buy	+357	New	+$17.6K	﹤0.01%	2573
2022 Q4	–	Sell	-196	Closed	-$9K	–	4084
2022 Q3	$9K	Buy	+196	New	+$10.1K	﹤0.01%	2749

Other funds holding GTIP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GTIP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) position steady in Q1 2026 at 46 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #5243.

Carson Wealth (CWM LLC) first reported a position in GTIP in Q3 2022 and has held it in 6 quarters since. The position peaked at $18K in Q1 2023. 55 funds tracked by Wall St. Rank hold GTIP as of Q1 2026.

Carson Wealth (CWM LLC) held 46 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $2.27K as of Q1 2026.
Carson Wealth (CWM LLC) left its Goldman Sachs Access Inflation Protected USD Bond ETF share count unchanged in Q1 2026.
Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5243 holding.
Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q3 2022 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $18K in Q1 2023.
55 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.