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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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $21.8B AUM 28.57% 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 $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

Mount Yale Investment Advisors's GTIP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 63% in Q1 2026, buying an estimated $887K and bringing the position to 46,441 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #340.

Mount Yale Investment Advisors first reported a position in GTIP in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold GTIP as of Q1 2026.

  • Mount Yale Investment Advisors held 46,441 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $2.29M as of Q1 2026.
  • Mount Yale Investment Advisors bought 17,922 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q1 2026, an estimated $887K.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #340 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 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.