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Next Financial Group’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Next Financial Group’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
2021
Q4 		$30K Buy
509
+387
+317% +$22.6K ﹤0.01% 1716
2021
Q3 		$7K Buy
122
+44
+56% +$2.56K ﹤0.01% 2145
2021
Q2 		$5K Buy
78
+8
+11% +$458 ﹤0.01% 2191
2021
Q1 		$4K Buy
70
+45
+180% +$2.56K ﹤0.01% 2154
2020
Q4 		$1K Buy
+25
New +$1.42K ﹤0.01% 2276

Other funds holding GTIP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's GTIP Position: Q4 2021 in Review

Next Financial Group increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 317% in Q4 2021, buying an estimated $22.6K and bringing the position to 509 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Next Financial Group first reported a position in GTIP in Q4 2020 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold GTIP as of Q4 2021.

  • Next Financial Group held 509 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $30K as of Q4 2021.
  • Next Financial Group bought 387 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q4 2021, an estimated $22.6K.
  • Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1716 holding.
  • Next Financial Group first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.