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
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 22.96% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's GBND Position: Q1 2026 in Review

United Capital Financial Advisors increased its Goldman Sachs Core Bond ETF (GBND) stake by 85% in Q1 2026, buying an estimated $40.6M and bringing the position to 1,732,174 shares worth $87.5M. The position accounts for 0.54% of the portfolio, ranked #35.

United Capital Financial Advisors first reported a position in GBND in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold GBND as of Q1 2026.

  • United Capital Financial Advisors held 1,732,174 shares of Goldman Sachs Core Bond ETF worth $87.5M as of Q1 2026.
  • United Capital Financial Advisors bought 797,901 Goldman Sachs Core Bond ETF shares in Q1 2026, an estimated $40.6M.
  • Goldman Sachs Core Bond ETF made up 0.54% of United Capital Financial Advisors's portfolio in Q1 2026, its #35 holding.
  • United Capital Financial Advisors first reported a position in Goldman Sachs Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Goldman Sachs Core Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.