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Castle Rock Wealth Management’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Castle Rock Wealth Management’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
2021
Q2 		– Sell
-43,542
Closed -$2.34M – 257
2021
Q1 		$2.34M Sell
43,542
-2,685
-6% -$146K 0.94% 21
2020
Q4 		$2.56M Buy
46,227
+1,246
+3% +$69.4K 1.06% 16
2020
Q3 		$2.48M Buy
44,981
+19,501
+77% +$1.09M 1.63% 12
2020
Q2 		$1.44M Buy
25,480
+3,173
+14% +$170K 0.85% 29
2020
Q1 		$1.18M Sell
22,307
-3,365
-13% -$176K 1.01% 19
2019
Q4 		$1.38M Buy
25,672
+1,004
+4% +$52.6K 1.24% 15
2019
Q3 		$1.28M Sell
24,668
-6,966
-22% -$362K 1.33% 14
2019
Q2 		$1.63M Buy
31,634
+13,336
+73% +$665K 1.8% 9
2019
Q1 		$1K Buy
+18,298
New +$885K 0.04% 20
2018
Q4 		– Sell
-13,419
Closed -$630K – 43
2018
Q3 		$630K Buy
13,419
+2,561
+24% +$123K 1% 24
2018
Q2 		$520K Buy
10,858
+5,714
+111% +$275K 0.71% 44
2018
Q1 		$251K Buy
5,144
+977
+23% +$47.9K 0.42% 81
2017
Q4 		$209K Buy
+4,167
New +$209K 0.41% 93

Other funds holding GIGB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castle Rock Wealth Management's GIGB Position: Q2 2021 in Review

Castle Rock Wealth Management sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q2 2021, closing a stake of 43,542 shares — an estimated $2.34M sold.

Castle Rock Wealth Management first reported a position in GIGB in Q4 2017 and held it in 13 quarters. The position peaked at $2.56M in Q4 2020. 70 funds tracked by Wall St. Rank hold GIGB as of Q2 2021.

  • Castle Rock Wealth Management reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 43,542 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $2.34M.
  • Castle Rock Wealth Management first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q4 2017 and held it in 13 quarters.
  • Castle Rock Wealth Management's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $2.56M in Q4 2020.
  • 70 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Castle Rock Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.