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

SkyOak 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	–	Sell	-4,500	Closed	-$207K	–	226
2022 Q2	$207K	Sell	4,500 -2,000	-31%	-$93.9K	0.07%	184
2022 Q1	$324K	Sell	6,500 -1,000	-13%	-$51.2K	0.09%	167
2021 Q4	$406K	Hold	7,500	–	–	0.1%	147
2021 Q3	$408K	Hold	7,500	–	–	0.11%	145
2021 Q2	$411K	Sell	7,500 -4,000	-35%	-$216K	0.11%	146
2021 Q1	$618K	Hold	11,500	–	–	0.17%	114
2020 Q4	$647K	Hold	11,500	–	–	0.2%	113
2020 Q3	$634K	Sell	11,500 -500	-4%	-$27.9K	0.23%	101
2020 Q2	$661K	Sell	12,000 -1,250	-9%	-$66.9K	0.24%	98
2020 Q1	$679K	Sell	13,250 -250	-2%	-$13.1K	0.35%	69
2019 Q4	$710K	Buy	+13,500	New	+$708K	0.22%	106

Other funds holding GIGB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SkyOak Wealth's GIGB Position: Q3 2022 in Review

SkyOak Wealth sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q3 2022, closing a stake of 4,500 shares — an estimated $207K sold.

SkyOak Wealth first reported a position in GIGB in Q4 2019 and held it in 11 quarters. The position peaked at $710K in Q4 2019. 71 funds tracked by Wall St. Rank hold GIGB as of Q3 2022.

SkyOak Wealth reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
SkyOak Wealth sold 4,500 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $207K.
SkyOak Wealth first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
SkyOak Wealth's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $710K in Q4 2019.
71 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q3 2022.

Based on SkyOak Wealth's 13F filing for Q3 2022, filed 25 Oct 2022.