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Abich Financial Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Abich Financial Wealth Management’s Portfolio GBIL Stock Details GBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-340
Closed -$34K – 578
2024
Q2 		$34K Buy
+340
New +$34K 0.02% 188

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Bank of America
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MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abich Financial Wealth Management's GBIL Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2024, closing a stake of 340 shares — an estimated $34K sold.

Abich Financial Wealth Management first reported a position in GBIL in Q2 2024 and held it in 1 quarter. The position peaked at $34K in Q2 2024. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 340 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2024, an estimated $34K.
  • Abich Financial Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $34K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.