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

WealthSource 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
2022
Q3 		– Sell
-4,505
Closed -$232K – 517
2022
Q2 		$232K Buy
+4,505
New +$242K 0.02% 457

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Jane Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthSource Partners's GTIP Position: Q3 2022 in Review

WealthSource Partners sold out of Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) in Q3 2022, closing a stake of 4,505 shares — an estimated $232K sold.

WealthSource Partners first reported a position in GTIP in Q2 2022 and held it in 1 quarter. The position peaked at $232K in Q2 2022. 42 funds tracked by Wall St. Rank hold GTIP as of Q3 2022.

  • WealthSource Partners reported no remaining Goldman Sachs Access Inflation Protected USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,505 Goldman Sachs Access Inflation Protected USD Bond ETF shares in Q3 2022, an estimated $232K.
  • WealthSource Partners first reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF in Q2 2022 and held it in 1 quarter.
  • WealthSource Partners's Goldman Sachs Access Inflation Protected USD Bond ETF position peaked at $232K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs Access Inflation Protected USD Bond ETF as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.