Heritage Wealth Management (Arizona)’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$33.9K	Buy	700 +350	+100%	+$17K	﹤0.01%	564
2022 Q3	$17K	Hold	350	–	–	0.01%	563
2022 Q2	$18K	Hold	350	–	–	0.01%	554
2022 Q1	$20K	Buy	+350	New	+$19.9K	0.01%	599
2021 Q3	$21K	Sell	372 -26	-7%	-$1.51K	0.01%	548
2021 Q2	$23K	Sell	398 -14	-3%	-$802	0.01%	542
2021 Q1	$23K	Buy	+412	New	+$23.5K	0.01%	476

Other funds holding GTIP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s GTIP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 100% in Q4 2022, buying an estimated $17K and bringing the position to 700 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Heritage Wealth Management (Arizona) first reported a position in GTIP in Q1 2021 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold GTIP as of Q4 2022.

Heritage Wealth Management (Arizona) held 700 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $33.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 350 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q4 2022, an estimated $17K.
Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #564 holding.
Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q1 2021 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.