MYIA
GBND

Mount Yale Investment Advisors’s Goldman Sachs Core Bond ETF GBND Stock Holding History

Mount Yale Investment Advisors’s Portfolio GBND Stock Details GBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48M Sell
49,139
-2,701
-5% -$136K 0.05% 367
2026
Q1 		$2.62M Buy
51,840
+16,507
+47% +$841K 0.06% 320
2025
Q4 		$1.8M Buy
+35,333
New +$1.8M 0.09% 210

Other funds holding GBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Mount Yale Investment Advisors's GBND Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Goldman Sachs Core Bond ETF (GBND) stake by 5.2% in Q2 2026, selling an estimated $136K and leaving 49,139 shares worth $2.48M. The position accounts for 0.05% of the portfolio, ranked #367.

Mount Yale Investment Advisors first reported a position in GBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.62M in Q1 2026. 29 funds tracked by Wall St. Rank hold GBND as of Q2 2026.

  • Mount Yale Investment Advisors held 49,139 shares of Goldman Sachs Core Bond ETF worth $2.48M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,701 Goldman Sachs Core Bond ETF shares in Q2 2026, an estimated $136K.
  • Goldman Sachs Core Bond ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #367 holding.
  • Mount Yale Investment Advisors first reported a position in Goldman Sachs Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Goldman Sachs Core Bond ETF position peaked at $2.62M in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Core Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.