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

United Capital Financial 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
Q1 		– Sell
-4,565
Closed -$202K – 1005
2022
Q4 		$202K Buy
+4,565
New +$200K ﹤0.01% 991

Other funds holding GIGB

Goldman Sachs
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
SI
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's GIGB Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) in Q1 2023, closing a stake of 4,565 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in GIGB in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 63 funds tracked by Wall St. Rank hold GIGB as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Goldman Sachs Access Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,565 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $202K.
  • United Capital Financial Advisors first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • United Capital Financial Advisors's Goldman Sachs Access Investment Grade Corporate Bond ETF position peaked at $202K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.