Asset Dedication LLC’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Asset Dedication LLC’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 Q4	–	Sell	-11	Closed	-$1K	–	1049
2022 Q3	$1K	Buy	+11	New	+$1.1K	﹤0.01%	878

Other funds holding GBIL

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

MMA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Asset Dedication LLC's GBIL Position: Q4 2022 in Review

Asset Dedication LLC sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in GBIL in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

Asset Dedication LLC reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2022 after selling out during the quarter.
Asset Dedication LLC sold 11 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $1K.
Asset Dedication LLC first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and held it in 1 quarter.
Asset Dedication LLC's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1K in Q3 2022.
237 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2022.

Based on Asset Dedication LLC's 13F filing for Q4 2022, filed 19 Jan 2023.