UCFA
GBND

United Capital Financial Advisors’s Goldman Sachs Core Bond ETF GBND Stock Holding History

United Capital Financial Advisors’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 		$96.3M Buy
1,907,521
+175,347
+10% +$8.85M 0.53% 36
2026
Q1 		$87.5M Buy
1,732,174
+797,901
+85% +$40.6M 0.54% 35
2025
Q4 		$47.5M Buy
+934,273
New +$47.7M 0.29% 72

Other funds holding GBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

United Capital Financial Advisors's GBND Position: Q2 2026 in Review

United Capital Financial Advisors increased its Goldman Sachs Core Bond ETF (GBND) stake by 10% in Q2 2026, buying an estimated $8.85M and bringing the position to 1,907,521 shares worth $96.3M. The position accounts for 0.53% of the portfolio, ranked #36.

United Capital Financial Advisors first reported a position in GBND in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold GBND as of Q2 2026.

  • United Capital Financial Advisors held 1,907,521 shares of Goldman Sachs Core Bond ETF worth $96.3M as of Q2 2026.
  • United Capital Financial Advisors bought 175,347 Goldman Sachs Core Bond ETF shares in Q2 2026, an estimated $8.85M.
  • Goldman Sachs Core Bond ETF made up 0.53% of United Capital Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • United Capital Financial Advisors first reported a position in Goldman Sachs Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Goldman Sachs Core Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.