Principal Securities’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

Principal Securities’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	$6.75M	Buy	136,786 +13,011	+11%	+$644K	0.1%	188
2025 Q4	$6.08M	Buy	123,775 +4,518	+4%	+$225K	0.09%	204
2025 Q3	$5.95M	Buy	119,257 +7,876	+7%	+$391K	0.1%	198
2025 Q2	$5.51M	Buy	111,381 +12,438	+13%	+$611K	0.1%	191
2025 Q1	$4.77M	Hold	98,943	–	–	0.11%	182
2024 Q4	$4.77M	Buy	98,943 +7,158	+8%	+$351K	0.11%	181
2024 Q3	$4.6M	Buy	91,785 +9,184	+11%	+$453K	0.11%	178
2024 Q2	$4.01M	Buy	82,601 +4,506	+6%	+$218K	0.11%	169
2024 Q1	$3.83M	Buy	78,095 +23,387	+43%	+$1.14M	0.12%	165
2023 Q4	$2.68M	Buy	+54,708	New	+$2.61M	0.1%	195

Other funds holding GTIP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

Principal Securities's GTIP Position: Q1 2026 in Review

Principal Securities increased its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 11% in Q1 2026, buying an estimated $644K and bringing the position to 136,786 shares worth $6.75M. The position accounts for 0.1% of the portfolio, ranked #188.

Principal Securities first reported a position in GTIP in Q4 2023 and has held it in 10 quarters since. 55 funds tracked by Wall St. Rank hold GTIP as of Q1 2026.

Principal Securities held 136,786 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $6.75M as of Q1 2026.
Principal Securities bought 13,011 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q1 2026, an estimated $644K.
Goldman Sachs Access Inflation Protected USD Bond ETF made up 0.1% of Principal Securities's portfolio in Q1 2026, its #188 holding.
Principal Securities first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
55 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.