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Heritage Wealth Management (Arizona)’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q3 		$2K Sell
29
-53
-65% -$2.92K ﹤0.01% 816
2021
Q2 		$4K Sell
82
-24
-23% -$1.29K ﹤0.01% 771
2021
Q1 		$6K Buy
+106
New +$5.77K ﹤0.01% 627

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) reduced its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) stake by 65% in Q3 2021, selling an estimated $2.92K and leaving 29 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Heritage Wealth Management (Arizona) first reported a position in GIGB in Q1 2021 and has held it in 3 quarters since. The position peaked at $6K in Q1 2021. 71 funds tracked by Wall St. Rank hold GIGB as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 29 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $2K as of Q3 2021.
  • Heritage Wealth Management (Arizona) sold 53 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $2.92K.
  • Goldman Sachs Access Investment Grade Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #816 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $6K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q3 2021.

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