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

WealthStone’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
2021
Q1 		$11.3M Buy
211,108
+16,772
+9% +$913K 3.93% 5
2020
Q4 		$10.9M Buy
194,336
+17,353
+10% +$966K 3.88% 6
2020
Q3 		$9.76M Buy
176,983
+47,083
+36% +$2.63M 4.46% 6
2020
Q2 		$7.16M Buy
+129,900
New +$6.95M 3.41% 7

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthStone's GIGB Position: Q1 2021 in Review

WealthStone increased its Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) stake by 8.6% in Q1 2021, buying an estimated $913K and bringing the position to 211,108 shares worth $11.3M. The position accounts for 3.93% of the portfolio, ranked #5.

WealthStone first reported a position in GIGB in Q2 2020 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold GIGB as of Q1 2021.

  • WealthStone held 211,108 shares of Goldman Sachs Access Investment Grade Corporate Bond ETF worth $11.3M as of Q1 2021.
  • WealthStone bought 16,772 Goldman Sachs Access Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $913K.
  • Goldman Sachs Access Investment Grade Corporate Bond ETF made up 3.93% of WealthStone's portfolio in Q1 2021, its #5 holding.
  • WealthStone first reported a position in Goldman Sachs Access Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Goldman Sachs Access Investment Grade Corporate Bond ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.