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Lantern Wealth Advisors’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Lantern Wealth Advisors’s Portfolio GCOR Stock Details GCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
5,631
+738
+15% +$30.4K 0.11% 164
2026
Q1 		$202K Buy
+4,893
New +$204K 0.1% 170
2024
Q2 		– Sell
-5,450
Closed -$224K – 134
2024
Q1 		$224K Sell
5,450
-232
-4% -$9.55K 0.16% 117
2023
Q4 		$238K Buy
+5,682
New +$228K 0.19% 103

Other funds holding GCOR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $1.02B AUM 25.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lantern Wealth Advisors's GCOR Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 15% in Q2 2026, buying an estimated $30.4K and bringing the position to 5,631 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #164.

Lantern Wealth Advisors first reported a position in GCOR in Q4 2023 and has held it in 4 quarters since. The position peaked at $238K in Q4 2023. 80 funds tracked by Wall St. Rank hold GCOR as of Q2 2026.

  • Lantern Wealth Advisors held 5,631 shares of Goldman Sachs Access US Aggregate Bond ETF worth $232K as of Q2 2026.
  • Lantern Wealth Advisors bought 738 Goldman Sachs Access US Aggregate Bond ETF shares in Q2 2026, an estimated $30.4K.
  • Goldman Sachs Access US Aggregate Bond ETF made up 0.11% of Lantern Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Lantern Wealth Advisors first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Lantern Wealth Advisors's Goldman Sachs Access US Aggregate Bond ETF position peaked at $238K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.