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

Perigon Wealth Management’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
2025
Q1 		– Sell
-5,968
Closed -$289K – 1058
2024
Q4 		$289K Sell
5,968
-2,412
-29% -$118K 0.01% 833
2024
Q3 		$420K Sell
8,380
-744
-8% -$36.7K 0.01% 673
2024
Q2 		$443K Buy
+9,124
New +$441K 0.01% 568

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Perigon Wealth Management's GTIP Position: Q1 2025 in Review

Perigon Wealth Management sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q1 2025, closing a stake of 5,968 shares — an estimated $289K sold.

Perigon Wealth Management first reported a position in GTIP in Q2 2024 and held it in 3 quarters. The position peaked at $443K in Q2 2024. 38 funds tracked by Wall St. Rank hold GTIP as of Q1 2025.

  • Perigon Wealth Management reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 5,968 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q1 2025, an estimated $289K.
  • Perigon Wealth Management first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q2 2024 and held it in 3 quarters.
  • Perigon Wealth Management's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $443K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.