Bridgewealth Advisory Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Bridgewealth Advisory Group’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	–	Sell	-6,775	Closed	-$679K	–	117
2024 Q3	$679K	Hold	6,775	–	–	0.25%	46
2024 Q2	$678K	Sell	6,775 -12,050	-64%	-$1.2M	0.3%	42
2024 Q1	$1.9M	Sell	18,825 -6,988	-27%	-$698K	0.93%	27
2023 Q4	$2.57M	Sell	25,813 -2,031	-7%	-$203K	1.97%	15
2023 Q3	$2.79M	Sell	27,844 -2,105	-7%	-$210K	3.42%	7
2023 Q2	$3M	Buy	29,949 +2,930	+11%	+$293K	4.87%	6
2023 Q1	$2.71M	Buy	+27,019	New	+$2.7M	4.99%	6

Other funds holding GBIL

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bridgewealth Advisory Group's GBIL Position: Q4 2024 in Review

Bridgewealth Advisory Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2024, closing a stake of 6,775 shares — an estimated $679K sold.

Bridgewealth Advisory Group first reported a position in GBIL in Q1 2023 and held it in 7 quarters. The position peaked at $3M in Q2 2023. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

Bridgewealth Advisory Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2024 after selling out during the quarter.
Bridgewealth Advisory Group sold 6,775 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $679K.
Bridgewealth Advisory Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 7 quarters.
Bridgewealth Advisory Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3M in Q2 2023.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Bridgewealth Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.