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

ICA Group 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 Q2	$2.28K	Sell	47 -2,338	-98%	-$113K	﹤0.01%	672
2024 Q1	$117K	Buy	2,385 +445	+23%	+$21.7K	0.02%	371
2023 Q4	$94.9K	Buy	+1,940	New	+$92.5K	0.02%	364
2023 Q3	–	Sell	-1,899	Closed	-$93.2K	–	629
2023 Q2	$93.2K	Buy	1,899 +1,863	+5,175%	+$92.5K	0.02%	347
2023 Q1	$1.81K	Sell	36 -2,085	-98%	-$103K	﹤0.01%	1098
2022 Q4	$103K	Sell	2,121 -2,966	-58%	-$144K	0.02%	358
2022 Q3	$242K	Buy	5,087 +55	+1%	+$2.82K	0.05%	305
2022 Q2	$263K	Sell	5,032 -14	-0.3%	-$752	0.05%	307
2022 Q1	$269K	Buy	+5,046	New	+$287K	0.05%	303

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

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

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

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

RJA

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

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

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

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

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

ICA Group Wealth Management's GTIP Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 98% in Q2 2024, selling an estimated $113K and leaving 47 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

ICA Group Wealth Management first reported a position in GTIP in Q1 2022 and has held it in 9 quarters since. The position peaked at $269K in Q1 2022. 35 funds tracked by Wall St. Rank hold GTIP as of Q2 2024.

ICA Group Wealth Management held 47 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $2.28K as of Q2 2024.
ICA Group Wealth Management sold 2,338 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q2 2024, an estimated $113K.
Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #672 holding.
ICA Group Wealth Management first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $269K in Q1 2022.
35 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.