Alpha Omega Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Alpha Omega Group’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 Q1	–	Sell	-2,062	Closed	-$206K	–	22
2023 Q4	$206K	Hold	2,062	–	–	0.36%	19
2023 Q3	$206K	Sell	2,062 -374	-15%	-$37.4K	0.39%	17
2023 Q2	$244K	Sell	2,436 -101	-4%	-$10.1K	0.45%	18
2023 Q1	$254K	Hold	2,537	–	–	0.5%	15
2022 Q4	$253K	Buy	2,537 +287	+13%	+$28.6K	0.36%	21
2022 Q3	$225K	Sell	2,250 -308	-12%	-$30.7K	0.28%	25
2022 Q2	$255K	Sell	2,558 -171	-6%	-$17.1K	0.3%	24
2022 Q1	$273K	Sell	2,729 -148	-5%	-$14.8K	0.27%	25
2021 Q4	$288K	Sell	2,877 -956	-25%	-$95.7K	0.29%	25
2021 Q3	$384K	Buy	3,833 +45	+1%	+$4.5K	0.41%	24
2021 Q2	$379K	Sell	3,788 -1,938	-34%	-$194K	0.4%	24
2021 Q1	$573K	Sell	5,726 -2,425	-30%	-$243K	0.63%	17
2020 Q4	$816K	Buy	+8,151	New	+$816K	0.79%	17

Other funds holding GBIL

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Alpha Omega Group's GBIL Position: Q1 2024 in Review

Alpha Omega Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2024, closing a stake of 2,062 shares — an estimated $206K sold.

Alpha Omega Group first reported a position in GBIL in Q4 2020 and held it in 13 quarters. The position peaked at $816K in Q4 2020. 306 funds tracked by Wall St. Rank hold GBIL as of Q1 2024.

Alpha Omega Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2024 after selling out during the quarter.
Alpha Omega Group sold 2,062 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2024, an estimated $206K.
Alpha Omega Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2020 and held it in 13 quarters.
Alpha Omega Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $816K in Q4 2020.
306 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2024.

Based on Alpha Omega Group's 13F filing for Q1 2024, filed 9 May 2024.