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

Mount Yale 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 Q2	$23.1M	Buy	471,983 +425,542	+916%	+$21M	0.43%	50
2026 Q1	$2.29M	Buy	46,441 +17,922	+63%	+$887K	0.05%	340
2025 Q4	$1.41M	Buy	28,519 +18,793	+193%	+$934K	0.07%	250
2025 Q3	$486K	Buy	+9,726	New	+$483K	0.03%	422

Other funds holding GTIP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 916% in Q2 2026, buying an estimated $21M and bringing the position to 471,983 shares worth $23.1M. The position accounts for 0.43% of the portfolio, ranked #50.

Mount Yale Investment Advisors first reported a position in GTIP in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold GTIP as of Q2 2026.

Mount Yale Investment Advisors held 471,983 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $23.1M as of Q2 2026.
Mount Yale Investment Advisors bought 425,542 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q2 2026, an estimated $21M.
Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.43% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #50 holding.
Mount Yale Investment Advisors first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q2 2026.

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