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

Milestone Wealth’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
Q3 		$2.66M Sell
61,636
-223
-0.4% -$10.2K 2.97% 7
2022
Q2 		$2.85M Sell
61,859
-90,079
-59% -$4.23M 3% 7
2022
Q1 		$8.22M Sell
151,938
-3,763
-2% -$193K 6.68% 3
2021
Q4 		$8.42M Buy
+155,701
New +$8.45M 6.75% 3

Other funds holding GIGB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Milestone Wealth's GIGB Position: Q3 2022 in Review

Milestone Wealth reduced its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) stake by 0.36% in Q3 2022, selling an estimated $10.2K and leaving 61,636 shares worth $2.66M. The position accounts for 2.97% of the portfolio, ranked #7.

Milestone Wealth first reported a position in GIGB in Q4 2021 and has held it in 4 quarters since. The position peaked at $8.42M in Q4 2021. 71 funds tracked by Wall St. Rank hold GIGB as of Q3 2022.

  • Milestone Wealth held 61,636 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $2.66M as of Q3 2022.
  • Milestone Wealth sold 223 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $10.2K.
  • Goldman Sachs Access Investment Grade Corporate Bond ETF made up 2.97% of Milestone Wealth's portfolio in Q3 2022, its #7 holding.
  • Milestone Wealth first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $8.42M in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q3 2022.

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