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WealthPLAN Partners’s Goldman Sachs Access Inflation Protected USD Bond ETF GTIP Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-62
Closed -$3.04K – 640
2023
Q2 		$3.04K Hold
62
– – ﹤0.01% 1002
2023
Q1 		$3.12K Buy
+62
New +$3.06K ﹤0.01% 1067

Other funds holding GTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPLAN Partners's GTIP Position: Q3 2023 in Review

WealthPLAN Partners sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q3 2023, closing a stake of 62 shares — an estimated $3.04K sold.

WealthPLAN Partners first reported a position in GTIP in Q1 2023 and held it in 2 quarters. The position peaked at $3.12K in Q1 2023. 32 funds tracked by Wall St. Rank hold GTIP as of Q3 2023.

  • WealthPLAN Partners reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 62 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q3 2023, an estimated $3.04K.
  • WealthPLAN Partners first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $3.12K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.