Joseph P. Lucia & Associates’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Joseph P. Lucia & Associates’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 Q4	–	Sell	-190	Closed	-$10K	–	277
2021 Q3	$10K	Hold	190	–	–	0.01%	374
2021 Q2	$10K	Sell	190 -10	-5%	-$540	0.01%	382
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	351
2020 Q4	$11K	Buy	+200	New	+$11.1K	0.01%	330
2020 Q3	–	Sell	-200	Closed	-$11K	–	218
2020 Q2	$11K	Buy	+200	New	+$10.7K	0.01%	305

Other funds holding GIGB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Joseph P. Lucia & Associates's GIGB Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q4 2021, closing a stake of 190 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in GIGB in Q2 2020 and held it in 5 quarters. The position peaked at $11K in Q1 2021. 70 funds tracked by Wall St. Rank hold GIGB as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 190 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $10K.
Joseph P. Lucia & Associates first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
Joseph P. Lucia & Associates's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $11K in Q1 2021.
70 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.