Summit Financial’s Goldman Sachs Core Bond ETF GBND Stock Holding History

Summit Financial’s Portfolio GBND Stock Details GBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.1M	Buy	+396,755	New	+$20M	0.22%	86

Other funds holding GBND

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

UCFA

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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

Summit Financial's GBND Position: Q2 2026 in Review

Summit Financial opened a new position in Goldman Sachs Core Bond ETF (GBND) in Q2 2026: 396,755 shares worth $20.1M. The stake represents 0.22% of the portfolio and ranks #86 among its holdings.

29 funds tracked by Wall St. Rank hold GBND as of Q2 2026.

Summit Financial held 396,755 shares of Goldman Sachs Core Bond ETF worth $20.1M as of Q2 2026.
Goldman Sachs Core Bond ETF was a new Summit Financial position in Q2 2026.
Goldman Sachs Core Bond ETF made up 0.22% of Summit Financial's portfolio in Q2 2026, its #86 holding.
29 funds tracked by Wall St. Rank held Goldman Sachs Core Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.