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

Milestone 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
2022
Q3 		$2.46M Sell
51,545
-971
-2% -$49.9K 2.74% 8
2022
Q2 		$2.71M Sell
52,516
-3,180
-6% -$171K 2.85% 8
2022
Q1 		$3.25M Sell
55,696
-1,285
-2% -$73.2K 2.64% 10
2021
Q4 		$3.33M Buy
+56,981
New +$3.33M 2.66% 10

Other funds holding GTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Milestone Wealth's GTIP Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 1.8% in Q3 2022, selling an estimated $49.9K and leaving 51,545 shares worth $2.46M. The position accounts for 2.74% of the portfolio, ranked #8.

Milestone Wealth first reported a position in GTIP in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.33M in Q4 2021. 42 funds tracked by Wall St. Rank hold GTIP as of Q3 2022.

  • Milestone Wealth held 51,545 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $2.46M as of Q3 2022.
  • Milestone Wealth sold 971 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q3 2022, an estimated $49.9K.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up 2.74% of Milestone Wealth's portfolio in Q3 2022, its #8 holding.
  • Milestone Wealth first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $3.33M in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q3 2022.

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