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

Atlas Financial 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
2024 Q4	$570K	Buy	5,704 +336	+6%	+$33.6K	0.89%	20
2024 Q3	$538K	Buy	5,368 +720	+15%	+$72K	0.85%	20
2024 Q2	$465K	Buy	4,648 +694	+18%	+$69.3K	0.77%	19
2024 Q1	$399K	Buy	3,954 +353	+10%	+$35.3K	0.62%	20
2023 Q4	$359K	Sell	3,601 -2,211	-38%	-$221K	0.59%	17
2023 Q3	$582K	Buy	5,812 +2,713	+88%	+$271K	0.45%	18
2023 Q2	$310K	Buy	+3,099	New	+$310K	0.44%	18

Other funds holding GBIL

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

AACR

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

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

MMA

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Financial Advisors's GBIL Position: Q4 2024 in Review

Atlas Financial Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 6.3% in Q4 2024, buying an estimated $33.6K and bringing the position to 5,704 shares worth $570K. The position accounts for 0.89% of the portfolio, ranked #20.

Atlas Financial Advisors first reported a position in GBIL in Q2 2023 and has held it in 7 quarters since. The position peaked at $582K in Q3 2023. 333 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

Atlas Financial Advisors held 5,704 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $570K as of Q4 2024.
Atlas Financial Advisors bought 336 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $33.6K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.89% of Atlas Financial Advisors's portfolio in Q4 2024, its #20 holding.
Atlas Financial Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2023 and has held it in 7 quarters since.
Atlas Financial Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $582K in Q3 2023.
333 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.