Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

GBNDGBND
2 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in GOLDMAN SACHS ETF TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.7M shares of GBND (GOLDMAN SACHS ETF TR), worth $87.5M as of 2026-Q1. The position was increased (+85.4% shares). GBND represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$87.5M

Current Shares

1.7M

Total Value Change

+$40M

Total Shares Change

+797,901

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.7M
+85.4%
$87.5M0.5%$49.81
65
2025-Q4
New
934,273
-
$47.5M0.3%$49.83
48

Other major holders of GBND: ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc., Cetera Investment Advisers, GOLDMAN SACHS GROUP INC

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