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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,968
Closed -$289K 1049
2024
Q4
$289K Sell
5,968
-2,412
-29% -$117K 0.01% 831
2024
Q3
$420K Sell
8,380
-744
-8% -$37.2K 0.01% 669
2024
Q2
$443K Buy
+9,124
New +$443K 0.01% 568