Goldman Sachs’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Goldman Sachs’s Portfolio UCON Stock Details UCON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	44,472 +8,095	+22%	+$202K	﹤0.01%	5135
2026 Q1	$901K	Buy	36,377 +26,552	+270%	+$667K	﹤0.01%	5165
2025 Q4	$247K	Buy	+9,825	New	+$248K	﹤0.01%	5956
2025 Q2	–	Sell	-46,038	Closed	-$1.14M	–	6430
2025 Q1	$1.14M	Buy	+46,038	New	+$1.14M	﹤0.01%	4585
2023 Q4	–	Sell	-11,489	Closed	-$275K	–	5856
2023 Q3	$275K	Buy	+11,489	New	+$278K	﹤0.01%	4928
2022 Q2	–	Sell	-412,592	Closed	-$10.5M	–	6730
2022 Q1	$10.5M	Buy	+412,592	New	+$10.7M	﹤0.01%	2643
2018 Q3	–	Sell	-200,000	Closed	-$5.01M	–	5793
2018 Q2	$5.01M	Buy	+200,000	New	+$5.01M	﹤0.01%	2963

Other funds holding UCON

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Goldman Sachs's UCON Position: Q2 2026 in Review

Goldman Sachs increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 22% in Q2 2026, buying an estimated $202K and bringing the position to 44,472 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #5135.

Goldman Sachs first reported a position in UCON in Q2 2018 and has held it in 7 quarters since. The position peaked at $10.5M in Q1 2022. 275 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Goldman Sachs held 44,472 shares of First Trust Smith Unconstrained Bond ETF worth $1.11M as of Q2 2026.
Goldman Sachs bought 8,095 First Trust Smith Unconstrained Bond ETF shares in Q2 2026, an estimated $202K.
First Trust Smith Unconstrained Bond ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #5135 holding.
Goldman Sachs first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2018 and has held it in 7 quarters since.
Goldman Sachs's First Trust Smith Unconstrained Bond ETF position peaked at $10.5M in Q1 2022.
275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.