Stonehaven Wealth & Tax Solutions’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio GCOR Stock Details GCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,060	Closed	-$252K	–	89
2025 Q4	$252K	Sell	6,060 -4,512	-43%	-$188K	0.23%	65
2025 Q3	$442K	Sell	10,572 -1,506	-12%	-$62.3K	0.41%	40
2025 Q2	$499K	Sell	12,078 -3,730	-24%	-$152K	0.49%	36
2025 Q1	$652K	Sell	15,808 -43,391	-73%	-$1.77M	0.69%	30
2024 Q4	$2.39M	Buy	+59,199	New	+$2.43M	2.6%	10

Other funds holding GCOR

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

KWM

Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's GCOR Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Goldman Sachs Access US Aggregate Bond ETF (GCOR) in Q1 2026, closing a stake of 6,060 shares — an estimated $252K sold.

Stonehaven Wealth & Tax Solutions first reported a position in GCOR in Q4 2024 and held it in 5 quarters. The position peaked at $2.39M in Q4 2024. 73 funds tracked by Wall St. Rank hold GCOR as of Q1 2026.

Stonehaven Wealth & Tax Solutions reported no remaining Goldman Sachs Access US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 6,060 Goldman Sachs Access US Aggregate Bond ETF shares in Q1 2026, an estimated $252K.
Stonehaven Wealth & Tax Solutions first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
Stonehaven Wealth & Tax Solutions's Goldman Sachs Access US Aggregate Bond ETF position peaked at $2.39M in Q4 2024.
73 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.