Sequoia Financial Advisors’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Sequoia Financial 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
2023 Q1	–	Sell	-9,861	Closed	-$436K	–	853
2022 Q4	$436K	Sell	9,861 -1,399	-12%	-$61.4K	0.01%	474
2022 Q3	$487K	Sell	11,260 -5,112	-31%	-$235K	0.02%	297
2022 Q2	$754K	Sell	16,372 -93,600	-85%	-$4.39M	0.02%	259
2022 Q1	$5.48M	Sell	109,972 -9,501	-8%	-$487K	0.14%	113
2021 Q4	$6.46M	Buy	+119,473	New	+$6.48M	0.18%	97

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 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

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

Sequoia Financial Advisors's GIGB Position: Q1 2023 in Review

Sequoia Financial Advisors sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q1 2023, closing a stake of 9,861 shares — an estimated $436K sold.

Sequoia Financial Advisors first reported a position in GIGB in Q4 2021 and held it in 5 quarters. The position peaked at $6.46M in Q4 2021. 63 funds tracked by Wall St. Rank hold GIGB as of Q1 2023.

Sequoia Financial Advisors reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Sequoia Financial Advisors sold 9,861 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $436K.
Sequoia Financial Advisors first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Sequoia Financial Advisors's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $6.46M in Q4 2021.
63 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Sequoia Financial Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.