Carson Wealth (CWM LLC)
GIGB icon

Carson Wealth (CWM LLC)’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$293K Sell
6,391
-15
-0.2% -$694 ﹤0.01% 2400
2025
Q4 		$296K Sell
6,406
-937
-13% -$43.7K ﹤0.01% 2267
2025
Q3 		$343K Sell
7,343
-8,713
-54% -$402K ﹤0.01% 2014
2025
Q2 		$739K Sell
16,056
-1,806
-10% -$81.7K ﹤0.01% 1410
2025
Q1 		$817K Sell
17,862
-725
-4% -$32.9K ﹤0.01% 1248
2024
Q4 		$838K Buy
+18,587
New +$856K ﹤0.01% 1175
2024
Q3 		– Sell
-253
Closed -$11K – 4937
2024
Q2 		$11K Buy
+253
New +$11.4K ﹤0.01% 3484
2023
Q2 		– Sell
-345
Closed -$16K – 4285
2023
Q1 		$16K Buy
+345
New +$15.6K ﹤0.01% 2649
2022
Q4 		– Sell
-415
Closed -$18K – 4071
2022
Q3 		$18K Buy
+415
New +$19.1K ﹤0.01% 2289
2022
Q2 		– Sell
-10
Closed – – 3905
2022
Q1 		$0 Hold
10
– – ﹤0.01% 3640
2021
Q4 		$1K Buy
+10
New +$543 ﹤0.01% 3304
2021
Q2 		$6K Hold
105
– – ﹤0.01% 2294
2021
Q1 		$6K Hold
105
– – ﹤0.01% 2294
2020
Q4 		$6K Hold
105
– – ﹤0.01% 2293
2020
Q3 		$6K Hold
105
– – ﹤0.01% 2293
2020
Q2 		$6K Hold
105
– – ﹤0.01% 2293
2020
Q1 		$6K Hold
105
– – ﹤0.01% 2293
2019
Q4 		$6K Hold
105
– – ﹤0.01% 2293
2019
Q3 		$6K Hold
105
– – ﹤0.01% 2293
2019
Q2 		$6K Hold
105
– – ﹤0.01% 2293
2019
Q1 		$6K Buy
+105
New +$5.08K ﹤0.01% 2293

Other funds holding GIGB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GIGB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) stake by 0.23% in Q1 2026, selling an estimated $694 and leaving 6,391 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Carson Wealth (CWM LLC) first reported a position in GIGB in Q1 2019 and has held it in 21 quarters since. The position peaked at $838K in Q4 2024. 95 funds tracked by Wall St. Rank hold GIGB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,391 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $293K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $694.
  • Goldman Sachs Access Investment Grade Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2400 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $838K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.