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Spectrum Planning & Advisory Services’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Spectrum Planning & Advisory Services’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
2024
Q4 		– Sell
-13,692
Closed -$648K – 62
2024
Q3 		$648K Buy
13,692
+2,100
+18% +$97.5K 0.62% 27
2024
Q2 		$526K Buy
+11,592
New +$522K 0.51% 32

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EWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
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SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Criterion Capital Advisors Nashville, Tennessee $159M AUM 13.22% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Spectrum Planning & Advisory Services's GIGB Position: Q4 2024 in Review

Spectrum Planning & Advisory Services sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q4 2024, closing a stake of 13,692 shares — an estimated $648K sold.

Spectrum Planning & Advisory Services first reported a position in GIGB in Q2 2024 and held it in 2 quarters. The position peaked at $648K in Q3 2024. 87 funds tracked by Wall St. Rank hold GIGB as of Q4 2024.

  • Spectrum Planning & Advisory Services reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 13,692 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $648K.
  • Spectrum Planning & Advisory Services first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Spectrum Planning & Advisory Services's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $648K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q4 2024.

Based on Spectrum Planning & Advisory Services's 13F filing for Q4 2024, filed 22 Jan 2025.