Lee Financial Group Hawaii’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Lee Financial Group Hawaii’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
2022 Q2	–	Sell	-10,140	Closed	-$505	–	39
2022 Q1	$505	Buy	10,140 +205	+2%	+$10.5K	0.34%	27
2021 Q4	$537K	Sell	9,935 -952	-9%	-$51.7K	0.39%	25
2021 Q3	$592K	Sell	10,887 -114,925	-91%	-$6.33M	0.44%	22
2021 Q2	$6.9M	Sell	125,812 -390	-0.3%	-$21K	4.97%	10
2021 Q1	$6.73M	Buy	126,202 +117,557	+1,360%	+$6.4M	5.52%	10
2020 Q4	$486K	Buy	+8,645	New	+$481K	0.41%	35

Other funds holding GIGB

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

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

MNG

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

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

Lee Financial Group Hawaii's GIGB Position: Q2 2022 in Review

Lee Financial Group Hawaii sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q2 2022, closing a stake of 10,140 shares — an estimated $505 sold.

Lee Financial Group Hawaii first reported a position in GIGB in Q4 2020 and held it in 6 quarters. The position peaked at $6.9M in Q2 2021. 68 funds tracked by Wall St. Rank hold GIGB as of Q2 2022.

Lee Financial Group Hawaii reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Lee Financial Group Hawaii sold 10,140 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $505.
Lee Financial Group Hawaii first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Lee Financial Group Hawaii's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $6.9M in Q2 2021.
68 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2022, filed 8 Aug 2022.