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Kingswood Wealth Advisors’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Kingswood Wealth Advisors’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
2024
Q2 		– Sell
-5,107
Closed -$234K – 686
2024
Q1 		$234K Hold
5,107
– – 0.03% 547
2023
Q4 		$237K Hold
5,107
– – 0.03% 536
2023
Q3 		$221K Buy
+5,107
New +$227K 0.04% 375

Other funds holding GIGB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
CCA
Criterion Capital Advisors Nashville, Tennessee $159M AUM 13.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Kingswood Wealth Advisors's GIGB Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q2 2024, closing a stake of 5,107 shares — an estimated $234K sold.

Kingswood Wealth Advisors first reported a position in GIGB in Q3 2023 and held it in 3 quarters. The position peaked at $237K in Q4 2023. 104 funds tracked by Wall St. Rank hold GIGB as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,107 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $234K.
  • Kingswood Wealth Advisors first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $237K in Q4 2023.
  • 104 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.