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

JGP 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
2020 Q1	–	Sell	-7,614	Closed	-$402K	–	129
2019 Q4	$402K	Buy	7,614 +251	+3%	+$13.2K	0.12%	98
2019 Q3	$385K	Buy	7,363 +800	+12%	+$41.5K	0.13%	94
2019 Q2	$337K	Buy	6,563 +151	+2%	+$7.53K	0.12%	102
2019 Q1	$318K	Buy	6,412 +1,199	+23%	+$58K	0.12%	100
2018 Q4	$246K	Buy	+5,213	New	+$246K	0.1%	105

Other funds holding GIGB

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

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

MNG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

JGP Wealth Management's GIGB Position: Q1 2020 in Review

JGP Wealth Management sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q1 2020, closing a stake of 7,614 shares — an estimated $402K sold.

JGP Wealth Management first reported a position in GIGB in Q4 2018 and held it in 5 quarters. The position peaked at $402K in Q4 2019. 49 funds tracked by Wall St. Rank hold GIGB as of Q1 2020.

JGP Wealth Management reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
JGP Wealth Management sold 7,614 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $402K.
JGP Wealth Management first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
JGP Wealth Management's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $402K in Q4 2019.
49 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q1 2020.

Based on JGP Wealth Management's 13F filing for Q1 2020, filed 14 Apr 2020.