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Ehrlich Financial Group’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Ehrlich Financial Group’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
2024
Q4 		– Sell
-13,610
Closed -$644K – 109
2024
Q3 		$644K Buy
13,610
+3,123
+30% +$145K 0.46% 46
2024
Q2 		$475K Buy
+10,487
New +$472K 0.37% 54

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Betterment LLC
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EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Criterion Capital Advisors Nashville, Tennessee $159M AUM 13.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Ehrlich Financial Group's GIGB Position: Q4 2024 in Review

Ehrlich Financial Group sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q4 2024, closing a stake of 13,610 shares — an estimated $644K sold.

Ehrlich Financial Group first reported a position in GIGB in Q2 2024 and held it in 2 quarters. The position peaked at $644K in Q3 2024. 87 funds tracked by Wall St. Rank hold GIGB as of Q4 2024.

  • Ehrlich Financial Group reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 13,610 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $644K.
  • Ehrlich Financial Group first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Ehrlich Financial Group's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $644K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Ehrlich Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.