Shepherd Kaplan Krochuk’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Shepherd Kaplan Krochuk’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 Q4	–	Sell	-67,609	Closed	-$2.92M	–	97
2022 Q3	$2.92M	Sell	67,609 -8,953	-12%	-$411K	1.46%	22
2022 Q2	$3.53M	Buy	76,562 +721	+1%	+$33.9K	1.54%	19
2022 Q1	$3.78M	Sell	75,841 -6,555	-8%	-$336K	1.43%	17
2021 Q4	$4.46M	Sell	82,396 -5,941	-7%	-$322K	1.61%	14
2021 Q3	$4.8M	Sell	88,337 -4,903	-5%	-$270K	1.76%	14
2021 Q2	$5.11M	Sell	93,240 -6,941	-7%	-$375K	1.82%	16
2021 Q1	$5.35M	Sell	100,181 -3,143	-3%	-$171K	2.06%	15
2020 Q4	$5.81M	Buy	103,324 +14,495	+16%	+$807K	2.15%	13
2020 Q3	$4.9M	Buy	+88,829	New	+$4.95M	2.04%	14

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

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shepherd Kaplan Krochuk's GIGB Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q4 2022, closing a stake of 67,609 shares — an estimated $2.92M sold.

Shepherd Kaplan Krochuk first reported a position in GIGB in Q3 2020 and held it in 9 quarters. The position peaked at $5.81M in Q4 2020. 60 funds tracked by Wall St. Rank hold GIGB as of Q4 2022.

Shepherd Kaplan Krochuk reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 67,609 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $2.92M.
Shepherd Kaplan Krochuk first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
Shepherd Kaplan Krochuk's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $5.81M in Q4 2020.
60 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.