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

Milestone Wealth’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
2022
Q3 		$14.6M Sell
357,133
-5,530
-2% -$238K 16.31% 2
2022
Q2 		$15.7M Buy
362,663
+135,488
+60% +$5.92M 16.51% 2
2022
Q1 		$11.1M Sell
227,175
-6,898
-3% -$323K 8.99% 2
2021
Q4 		$11.4M Buy
+234,073
New +$11.4M 9.12% 2

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Milestone Wealth's GCOR Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 1.5% in Q3 2022, selling an estimated $238K and leaving 357,133 shares worth $14.6M. The position accounts for 16.31% of the portfolio, ranked #2.

Milestone Wealth first reported a position in GCOR in Q4 2021 and has held it in 4 quarters since. The position peaked at $15.7M in Q2 2022. 29 funds tracked by Wall St. Rank hold GCOR as of Q3 2022.

  • Milestone Wealth held 357,133 shares of Goldman Sachs Access US Aggregate Bond ETF worth $14.6M as of Q3 2022.
  • Milestone Wealth sold 5,530 Goldman Sachs Access US Aggregate Bond ETF shares in Q3 2022, an estimated $238K.
  • Goldman Sachs Access US Aggregate Bond ETF made up 16.31% of Milestone Wealth's portfolio in Q3 2022, its #2 holding.
  • Milestone Wealth first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs Access US Aggregate Bond ETF position peaked at $15.7M in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.