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

LifePlan Financial Group’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 Q3	$18K	Hold	331	–	–	0.01%	353
2020 Q2	$18K	Sell	331 -38	-10%	-$2.03K	0.01%	349
2020 Q1	$19K	Hold	369	–	–	0.01%	320
2019 Q4	$19K	Hold	369	–	–	0.01%	352
2019 Q3	$19K	Hold	369	–	–	0.01%	352
2019 Q2	$19K	Buy	369 +146	+65%	+$7.28K	0.01%	347
2019 Q1	$11K	Hold	223	–	–	0.01%	397
2018 Q4	$11K	Hold	223	–	–	0.01%	376
2018 Q3	$11K	Buy	223 +196	+726%	+$9.44K	0.01%	377
2018 Q2	$1K	Buy	+27	New	+$1.3K	﹤0.01%	500

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

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

HGWM

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

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

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

LifePlan Financial Group's GIGB Position: Q3 2020 in Review

LifePlan Financial Group held its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) position steady in Q3 2020 at 331 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #353.

LifePlan Financial Group first reported a position in GIGB in Q2 2018 and has held it in 10 quarters since. The position peaked at $19K in Q1 2020. 57 funds tracked by Wall St. Rank hold GIGB as of Q3 2020.

LifePlan Financial Group held 331 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $18K as of Q3 2020.
LifePlan Financial Group left its Goldman Sachs Access Investment Grade Corporate Bond ETF share count unchanged in Q3 2020.
Goldman Sachs Access Investment Grade Corporate Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #353 holding.
LifePlan Financial Group first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 10 quarters since.
LifePlan Financial Group's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $19K in Q1 2020.
57 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.