Freedom Investment Management’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Freedom Investment 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
2023 Q4	–	Sell	-5,193	Closed	-$246K	–	767
2023 Q3	$246K	Sell	5,193 -133	-2%	-$6.42K	0.03%	571
2023 Q2	$262K	Sell	5,326 -404	-7%	-$20.1K	0.03%	582
2023 Q1	$288K	Sell	5,730 -5,118	-47%	-$252K	0.03%	562
2022 Q4	$525K	Sell	10,848 -1,137	-9%	-$55.1K	0.06%	403
2022 Q3	$571K	Sell	11,985 -8,653	-42%	-$444K	0.07%	375
2022 Q2	$1.06M	Buy	20,638 +15,719	+320%	+$845K	0.11%	247
2022 Q1	$277K	Sell	4,919 -295	-6%	-$16.8K	0.02%	637
2021 Q4	$305K	Sell	5,214 -6,666	-56%	-$389K	0.02%	665
2021 Q3	$686K	Buy	11,880 +1,554	+15%	+$90.5K	0.05%	415
2021 Q2	$597K	Sell	10,326 -360	-3%	-$20.6K	0.04%	484
2021 Q1	$605K	Buy	+10,686	New	+$609K	0.05%	461

Other funds holding GTIP

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Freedom Investment Management's GTIP Position: Q4 2023 in Review

Freedom Investment Management sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q4 2023, closing a stake of 5,193 shares — an estimated $246K sold.

Freedom Investment Management first reported a position in GTIP in Q1 2021 and held it in 11 quarters. The position peaked at $1.06M in Q2 2022. 36 funds tracked by Wall St. Rank hold GTIP as of Q4 2023.

Freedom Investment Management reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Freedom Investment Management sold 5,193 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q4 2023, an estimated $246K.
Freedom Investment Management first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q1 2021 and held it in 11 quarters.
Freedom Investment Management's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $1.06M in Q2 2022.
36 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.