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

Theory Financial’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
-6,742
Closed -$309K – 75
2024
Q3 		$309K Buy
6,742
+1,268
+23% +$58.9K 0.14% 55
2024
Q2 		$248K Buy
+5,474
New +$247K 0.12% 65

Other funds holding GIGB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
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

Theory Financial's GIGB Position: Q4 2024 in Review

Theory Financial sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q4 2024, closing a stake of 6,742 shares — an estimated $309K sold.

Theory Financial first reported a position in GIGB in Q2 2024 and held it in 2 quarters. The position peaked at $309K in Q3 2024. 87 funds tracked by Wall St. Rank hold GIGB as of Q4 2024.

  • Theory Financial reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Theory Financial sold 6,742 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $309K.
  • Theory Financial first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Theory Financial's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $309K 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 Theory Financial's 13F filing for Q4 2024, filed 4 Feb 2025.