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

CarsonAllaria 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
2024
Q4 		– Sell
-15
Closed -$751 – 368
2024
Q3 		$751 Buy
+15
New +$739 ﹤0.01% 370

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Cetera Investment Advisers
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Envestnet Portfolio Solutions
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CarsonAllaria Wealth Management's GTIP Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q4 2024, closing a stake of 15 shares — an estimated $751 sold.

CarsonAllaria Wealth Management first reported a position in GTIP in Q3 2024 and held it in 1 quarter. The position peaked at $751 in Q3 2024. 35 funds tracked by Wall St. Rank hold GTIP as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 15 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q4 2024, an estimated $751.
  • CarsonAllaria Wealth Management first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $751 in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.