Ten Capital Wealth Advisors’s Goldman Sachs Access Investment Grade Corporate Bond ETF GIGB Stock Holding History

Ten Capital Wealth 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 Q2	$2.46M	Buy	54,383 +3,260	+6%	+$148K	0.71%	20
2023 Q1	$2.34M	Sell	51,123 -602	-1%	-$27.2K	0.76%	19
2022 Q4	$2.29M	Sell	51,725 -4,378	-8%	-$192K	0.92%	17
2022 Q3	$2.42M	Sell	56,103 -6,755	-11%	-$310K	1.1%	15
2022 Q2	$2.9M	Sell	62,858 -2,847	-4%	-$134K	1.26%	14
2022 Q1	$3.27M	Buy	65,705 +10,743	+20%	+$551K	1.37%	15
2021 Q4	$2.97M	Buy	54,962 +8,734	+19%	+$474K	1.21%	18
2021 Q3	$2.51M	Buy	46,228 +8,065	+21%	+$444K	1.18%	17
2021 Q2	$2.09M	Buy	38,163 +6,653	+21%	+$359K	0.47%	58
2021 Q1	$1.68M	Buy	31,510 +21,442	+213%	+$1.17M	0.41%	61
2020 Q4	$566K	Buy	+10,068	New	+$560K	0.16%	79

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

Betterment LLC New York $52.8B AUM 15.34% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Ten Capital Wealth Advisors's GIGB Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) stake by 6.4% in Q2 2023, buying an estimated $148K and bringing the position to 54,383 shares worth $2.46M. The position accounts for 0.71% of the portfolio, ranked #20.

Ten Capital Wealth Advisors first reported a position in GIGB in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.27M in Q1 2022. 64 funds tracked by Wall St. Rank hold GIGB as of Q2 2023.

Ten Capital Wealth Advisors held 54,383 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $2.46M as of Q2 2023.
Ten Capital Wealth Advisors bought 3,260 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $148K.
Goldman Sachs Access Investment Grade Corporate Bond ETF made up 0.71% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #20 holding.
Ten Capital Wealth Advisors first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $3.27M in Q1 2022.
64 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.