Atria Wealth Solutions’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Atria Wealth Solutions’s Portfolio GIGB Stock Details GIGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$805K	Sell	17,491 -30,669	-64%	-$1.39M	0.02%	729
2025 Q1	$2.2M	Buy	48,160 +9,183	+24%	+$417K	0.03%	600
2024 Q4	$1.76M	Buy	38,977 +2,314	+6%	+$107K	0.02%	689
2024 Q3	$1.73M	Sell	36,663 -2,760	-7%	-$128K	0.02%	687
2024 Q2	$1.78M	Sell	39,423 -410	-1%	-$18.5K	0.02%	664
2024 Q1	$1.82M	Buy	39,833 +26,290	+194%	+$1.2M	0.02%	674
2023 Q4	$629K	Buy	13,543 +4,579	+51%	+$201K	0.01%	1092
2023 Q3	$387K	Buy	8,964 +273	+3%	+$12.1K	0.01%	1263
2023 Q2	$393K	Buy	8,691 +192	+2%	+$8.69K	0.01%	1282
2023 Q1	$389K	Buy	+8,499	New	+$385K	0.01%	1281
2022 Q4	–	Sell	-12,790	Closed	-$553K	–	1826
2022 Q3	$553K	Buy	12,790 +990	+8%	+$45.5K	0.01%	969
2022 Q2	$543K	Sell	11,800 -7,971	-40%	-$374K	0.01%	926
2022 Q1	$985K	Buy	+19,771	New	+$1.01M	0.02%	742

Other funds holding GIGB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return