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

Harvest Group 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
2023 Q1	$6.74M	Buy	147,214 +2,711	+2%	+$123K	4.19%	10
2022 Q4	$6.39M	Sell	144,503 -4,299	-3%	-$189K	4.19%	9
2022 Q3	$6.25M	Sell	148,802 -159	-0.1%	-$7.3K	4.16%	9
2022 Q2	$7.06M	Sell	148,961 -12,321	-8%	-$578K	4.35%	9
2022 Q1	$8.04M	Sell	161,282 -4,025	-2%	-$206K	4.57%	9
2021 Q4	$8.94M	Sell	165,307 -19,357	-10%	-$1.05M	5.02%	4
2021 Q3	$10M	Sell	184,664 -128,180	-41%	-$7.06M	5.9%	3
2021 Q2	$17.2M	Buy	312,844 +12,719	+4%	+$686K	10.22%	2
2021 Q1	$16.2M	Buy	300,125 +16,192	+6%	+$882K	10.15%	2
2020 Q4	$16M	Buy	283,933 +31,313	+12%	+$1.74M	9.53%	2
2020 Q3	$13.9M	Buy	252,620 +80,545	+47%	+$4.49M	9.66%	2
2020 Q2	$9.48M	Buy	172,075 +66,791	+63%	+$3.57M	7.93%	2
2020 Q1	$5.39M	Buy	+105,284	New	+$5.51M	5.44%	8

Other funds holding GIGB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Group Wealth Management's GIGB Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) stake by 1.9% in Q1 2023, buying an estimated $123K and bringing the position to 147,214 shares worth $6.74M. The position accounts for 4.19% of the portfolio, ranked #10.

Harvest Group Wealth Management first reported a position in GIGB in Q1 2020 and has held it in 13 quarters since. The position peaked at $17.2M in Q2 2021. 63 funds tracked by Wall St. Rank hold GIGB as of Q1 2023.

Harvest Group Wealth Management held 147,214 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $6.74M as of Q1 2023.
Harvest Group Wealth Management bought 2,711 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $123K.
Goldman Sachs Access Investment Grade Corporate Bond ETF made up 4.19% of Harvest Group Wealth Management's portfolio in Q1 2023, its #10 holding.
Harvest Group Wealth Management first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 13 quarters since.
Harvest Group Wealth Management's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $17.2M in Q2 2021.
63 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.