SOA Wealth Advisors’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

SOA Wealth 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 Q2	$10.5K	Sell	215 -19	-8%	-$937	﹤0.01%	606
2026 Q1	$11.6K	Buy	234 +24	+11%	+$1.19K	﹤0.01%	573
2025 Q4	$10.3K	Buy	210 +2	+1%	+$99	﹤0.01%	591
2025 Q3	$10.4K	Buy	+208	New	+$10.3K	﹤0.01%	604

Other funds holding GTIP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's GTIP Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) stake by 8.1% in Q2 2026, selling an estimated $937 and leaving 215 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

SOA Wealth Advisors first reported a position in GTIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.6K in Q1 2026. 58 funds tracked by Wall St. Rank hold GTIP as of Q2 2026.

SOA Wealth Advisors held 215 shares of Goldman Sachs Access Inflation Protected USD Bond ETF worth $10.5K as of Q2 2026.
SOA Wealth Advisors sold 19 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q2 2026, an estimated $937.
Goldman Sachs Access Inflation Protected USD Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #606 holding.
SOA Wealth Advisors first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
SOA Wealth Advisors's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $11.6K in Q1 2026.
58 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.