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

Lifetime 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
2026
Q1 		$1.1M Buy
22,280
+1,785
+9% +$88.4K 0.63% 43
2025
Q4 		$1.01M Buy
+20,495
New +$1.02M 0.63% 48

Other funds holding GTIP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Lifetime Wealth Management's GTIP Position: Q1 2026 in Review

Lifetime Wealth Management increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 8.7% in Q1 2026, buying an estimated $88.4K and bringing the position to 22,280 shares worth $1.1M. The position accounts for 0.63% of the portfolio, ranked #43.

Lifetime Wealth Management first reported a position in GTIP in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold GTIP as of Q1 2026.

  • Lifetime Wealth Management held 22,280 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $1.1M as of Q1 2026.
  • Lifetime Wealth Management bought 1,785 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q1 2026, an estimated $88.4K.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.63% of Lifetime Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Lifetime Wealth Management first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2026.

Based on Lifetime Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.