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Gen-Wealth Partners’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Gen-Wealth Partners’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
-7,396
Closed -$340K – 660
2024
Q3 		$340K Buy
7,396
+173
+2% +$8.04K 0.15% 160
2024
Q2 		$327K Buy
+7,223
New +$325K 0.16% 156

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

Gen-Wealth Partners's GIGB Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q4 2024, closing a stake of 7,396 shares — an estimated $340K sold.

Gen-Wealth Partners first reported a position in GIGB in Q2 2024 and held it in 2 quarters. The position peaked at $340K in Q3 2024. 87 funds tracked by Wall St. Rank hold GIGB as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 7,396 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $340K.
  • Gen-Wealth Partners first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $340K 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 Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.