LifePlan Investment Advisors’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

LifePlan Investment Advisors’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
2026 Q1	$533K	Buy	10,787 +1,807	+20%	+$89.5K	0.21%	84
2025 Q4	$441K	Buy	8,980 +1,045	+13%	+$51.9K	0.18%	84
2025 Q3	$396K	Buy	7,935 +1,786	+29%	+$88.6K	0.17%	86
2025 Q2	$304K	Buy	6,149 +1,698	+38%	+$83.4K	0.15%	92
2025 Q1	$223K	Buy	+4,451	New	+$218K	0.13%	98

Other funds holding GTIP

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LifePlan Investment Advisors's GTIP Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 20% in Q1 2026, buying an estimated $89.5K and bringing the position to 10,787 shares worth $533K. The position accounts for 0.21% of the portfolio, ranked #84.

LifePlan Investment Advisors first reported a position in GTIP in Q1 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold GTIP as of Q1 2026.

LifePlan Investment Advisors held 10,787 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $533K as of Q1 2026.
LifePlan Investment Advisors bought 1,807 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q1 2026, an estimated $89.5K.
Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.21% of LifePlan Investment Advisors's portfolio in Q1 2026, its #84 holding.
LifePlan Investment Advisors first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.