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Impact Partnership Wealth’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Impact Partnership Wealth’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
-111
Closed -$5.25K – 948
2023
Q3 		$5.25K Buy
+111
New +$5.36K ﹤0.01% 685

Other funds holding GTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Impact Partnership Wealth's GTIP Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q4 2023, closing a stake of 111 shares — an estimated $5.25K sold.

Impact Partnership Wealth first reported a position in GTIP in Q3 2023 and held it in 1 quarter. The position peaked at $5.25K in Q3 2023. 36 funds tracked by Wall St. Rank hold GTIP as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 111 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q4 2023, an estimated $5.25K.
  • Impact Partnership Wealth first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $5.25K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.