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Heritage Wealth Management (Arizona)’s Goldman Sachs Access High Yield Corporate Bond ETF GHYB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GHYB Stock Details GHYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Sell
25
-46
-65% -$2.31K ﹤0.01% 853
2021
Q2 		$4K Sell
71
-15
-17% -$749 ﹤0.01% 770
2021
Q1 		$4K Buy
+86
New +$4.3K ﹤0.01% 662

Other funds holding GHYB

Goldman Sachs
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GHYB Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) reduced its Goldman Sachs Access High Yield Corporate Bond ETF (GHYB) stake by 65% in Q3 2021, selling an estimated $2.31K and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Heritage Wealth Management (Arizona) first reported a position in GHYB in Q1 2021 and has held it in 3 quarters since. The position peaked at $4K in Q2 2021. 42 funds tracked by Wall St. Rank hold GHYB as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 25 shares of Goldman Sachs Access High Yield Corporate Bond ETF worth $1K as of Q3 2021.
  • Heritage Wealth Management (Arizona) sold 46 Goldman Sachs Access High Yield Corporate Bond ETF shares in Q3 2021, an estimated $2.31K.
  • Goldman Sachs Access High Yield Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #853 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs Access High Yield Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Goldman Sachs Access High Yield Corporate Bond ETF position peaked at $4K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs Access High Yield Corporate Bond ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.