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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
Q2 		$44.4M Buy
968,104
+819,002
+549% +$37.5M 0.17% 101
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
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
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

EP Wealth Advisors's GIGB Position: Q2 2026 in Review

EP Wealth Advisors increased its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) stake by 549% in Q2 2026, buying an estimated $37.5M and bringing the position to 968,104 shares worth $44.4M. The position accounts for 0.17% of the portfolio, ranked #101.

EP Wealth Advisors first reported a position in GIGB in Q1 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold GIGB as of Q2 2026.

  • EP Wealth Advisors held 968,104 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $44.4M as of Q2 2026.
  • EP Wealth Advisors bought 819,002 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $37.5M.
  • Goldman Sachs Access Investment Grade Corporate Bond ETF made up 0.17% of EP Wealth Advisors's portfolio in Q2 2026, its #101 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 5 quarters since.
  • 100 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.