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Amplius Wealth Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Amplius Wealth Advisors’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
2022
Q2 		– Sell
-7,859
Closed -$785K – 185
2022
Q1 		$785K Sell
7,859
-20,086
-72% -$2.01M 0.12% 71
2021
Q4 		$2.79M Buy
+27,945
New +$2.8M 0.39% 37

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SSIM
Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return

Amplius Wealth Advisors's GBIL Position: Q2 2022 in Review

Amplius Wealth Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2022, closing a stake of 7,859 shares — an estimated $785K sold.

Amplius Wealth Advisors first reported a position in GBIL in Q4 2021 and held it in 2 quarters. The position peaked at $2.79M in Q4 2021. 171 funds tracked by Wall St. Rank hold GBIL as of Q2 2022.

  • Amplius Wealth Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 7,859 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2022, an estimated $785K.
  • Amplius Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and held it in 2 quarters.
  • Amplius Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.79M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2022.

Based on Amplius Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.