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Milestone Wealth’s Goldman Sachs Access High Yield Corporate Bond ETF GHYB Stock Holding History

Milestone Wealth’s Portfolio GHYB Stock Details GHYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$217K Sell
5,337
-300
-5% -$12.9K 0.24% 44
2022
Q2 		$236K Sell
5,637
-47,360
-89% -$2.1M 0.25% 46
2022
Q1 		$2.64M Sell
52,997
-1,032
-2% -$49.3K 2.14% 12
2021
Q4 		$2.69M Buy
+54,029
New +$2.68M 2.15% 12

Other funds holding GHYB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Milestone Wealth's GHYB Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs Access High Yield Corporate Bond ETF (GHYB) stake by 5.3% in Q3 2022, selling an estimated $12.9K and leaving 5,337 shares worth $217K. The position accounts for 0.24% of the portfolio, ranked #44.

Milestone Wealth first reported a position in GHYB in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.69M in Q4 2021. 33 funds tracked by Wall St. Rank hold GHYB as of Q3 2022.

  • Milestone Wealth held 5,337 shares of Goldman Sachs Access High Yield Corporate Bond ETF worth $217K as of Q3 2022.
  • Milestone Wealth sold 300 Goldman Sachs Access High Yield Corporate Bond ETF shares in Q3 2022, an estimated $12.9K.
  • Goldman Sachs Access High Yield Corporate Bond ETF made up 0.24% of Milestone Wealth's portfolio in Q3 2022, its #44 holding.
  • Milestone Wealth first reported a position in Goldman Sachs Access High Yield Corporate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs Access High Yield Corporate Bond ETF position peaked at $2.69M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Goldman Sachs Access High Yield Corporate Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.