Buckingham Strategic Wealth’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Buckingham Strategic Wealth’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	-6,080	Closed	-$607K	–	638
2022 Q3	$607K	Buy	6,080 +3,801	+167%	+$379K	0.01%	328
2022 Q2	$228K	Sell	2,279 -424	-16%	-$42.4K	﹤0.01%	527
2022 Q1	$270K	Sell	2,703 -1,801	-40%	-$180K	0.01%	496
2021 Q4	$451K	Sell	4,504 -1,086	-19%	-$109K	0.01%	387
2021 Q3	$559K	Sell	5,590 -728	-12%	-$72.9K	0.01%	338
2021 Q2	$632K	Sell	6,318 -2,018	-24%	-$202K	0.02%	311
2021 Q1	$835K	Sell	8,336 -590	-7%	-$59.1K	0.04%	257
2020 Q4	$894K	Buy	+8,926	New	+$894K	0.05%	233
2020 Q2	–	Sell	-2,753	Closed	-$277K	–	428
2020 Q1	$277K	Buy	+2,753	New	+$276K	0.03%	357
2019 Q2	–	Sell	-3,833	Closed	-$384K	–	448
2019 Q1	$384K	Sell	3,833 -115	-3%	-$11.5K	0.05%	270
2018 Q4	$395K	Buy	+3,948	New	+$395K	0.06%	222

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 $905M AUM 11.33% 1-Year Est. Return

Buckingham Strategic Wealth's GBIL Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2022, closing a stake of 6,080 shares — an estimated $607K sold.

Buckingham Strategic Wealth first reported a position in GBIL in Q4 2018 and held it in 11 quarters. The position peaked at $894K in Q4 2020. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

Buckingham Strategic Wealth reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 6,080 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $607K.
Buckingham Strategic Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and held it in 11 quarters.
Buckingham Strategic Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $894K in Q4 2020.
237 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.