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Bartlett & Co Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q1 		– Sell
-30
Closed -$3K – 1140
2020
Q4 		$3K Hold
30
– – ﹤0.01% 863
2020
Q3 		$3.01K Hold
30
– – ﹤0.01% 767
2020
Q2 		$3.02K Buy
+30
New +$3.02K ﹤0.01% 765

Other funds holding GBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Bartlett & Co Wealth Management's GBIL Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2021, closing a stake of 30 shares — an estimated $3K sold.

Bartlett & Co Wealth Management first reported a position in GBIL in Q2 2020 and held it in 3 quarters. The position peaked at $3.02K in Q2 2020. 164 funds tracked by Wall St. Rank hold GBIL as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 30 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2021, an estimated $3K.
  • Bartlett & Co Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.02K in Q2 2020.
  • 164 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.