Badgley Phelps Wealth Managers’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Badgley Phelps Wealth Managers’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
2023 Q1	–	Sell	-3,037	Closed	-$303K	–	211
2022 Q4	$303K	Buy	+3,037	New	+$303K	0.01%	179
2022 Q1	–	Sell	-96,468	Closed	-$9.65M	–	220
2021 Q4	$9.65M	Buy	+96,468	New	+$9.65M	0.31%	96

Other funds holding GBIL

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

AACR

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Badgley Phelps Wealth Managers's GBIL Position: Q1 2023 in Review

Badgley Phelps Wealth Managers sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2023, closing a stake of 3,037 shares — an estimated $303K sold.

Badgley Phelps Wealth Managers first reported a position in GBIL in Q4 2021 and held it in 2 quarters. The position peaked at $9.65M in Q4 2021. 288 funds tracked by Wall St. Rank hold GBIL as of Q1 2023.

Badgley Phelps Wealth Managers reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2023 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 3,037 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2023, an estimated $303K.
Badgley Phelps Wealth Managers first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and held it in 2 quarters.
Badgley Phelps Wealth Managers's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $9.65M in Q4 2021.
288 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2023.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2023, filed 28 Apr 2023.