EP Wealth Advisors’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

EP Wealth Advisors’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	$6.83M	Sell	149,102 -33,214	-18%	-$1.54M	0.03%	260
2025 Q4	$8.43M	Buy	+182,316	New	+$8.49M	0.04%	217
2025 Q2	$13M	Sell	283,086 -10,173	-3%	-$460K	0.09%	161
2025 Q1	$13.4M	Buy	+293,259	New	+$13.3M	0.11%	132

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MNA

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

EP Wealth Advisors's GIGB Position: Q1 2026 in Review

EP Wealth Advisors reduced its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) stake by 18% in Q1 2026, selling an estimated $1.54M and leaving 149,102 shares worth $6.83M. The position accounts for 0.03% of the portfolio, ranked #260.

EP Wealth Advisors first reported a position in GIGB in Q1 2025 and has held it in 4 quarters since. The position peaked at $13.4M in Q1 2025. 95 funds tracked by Wall St. Rank hold GIGB as of Q1 2026.

EP Wealth Advisors held 149,102 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $6.83M as of Q1 2026.
EP Wealth Advisors sold 33,214 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.54M.
Goldman Sachs Access Investment Grade Corporate Bond ETF made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #260 holding.
EP Wealth Advisors first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
EP Wealth Advisors's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $13.4M in Q1 2025.
95 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.