Capital Analysts LLC’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Capital Analysts LLC’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 Q2	–	Sell	-255	Closed	-$26K	–	995
2021 Q1	$26K	Sell	255 -325	-56%	-$32.5K	﹤0.01%	675
2020 Q4	$58K	Sell	580 -1,145	-66%	-$115K	0.01%	396
2020 Q3	$173K	Buy	1,725 +1,140	+195%	+$115K	0.02%	255
2020 Q2	$59K	Sell	585 -525	-47%	-$52.8K	0.01%	353
2020 Q1	$112K	Sell	1,110 -60	-5%	-$6.03K	0.01%	245
2019 Q4	$117K	Buy	1,170 +555	+90%	+$55.7K	0.01%	278
2019 Q3	$61K	Buy	+615	New	+$61.7K	0.01%	355

Other funds holding GBIL

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

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

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

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

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Analysts LLC's GBIL Position: Q2 2021 in Review

Capital Analysts LLC sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2021, closing a stake of 255 shares — an estimated $26K sold.

Capital Analysts LLC first reported a position in GBIL in Q3 2019 and held it in 7 quarters. The position peaked at $173K in Q3 2020. 160 funds tracked by Wall St. Rank hold GBIL as of Q2 2021.

Capital Analysts LLC reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2021 after selling out during the quarter.
Capital Analysts LLC sold 255 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2021, an estimated $26K.
Capital Analysts LLC first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2019 and held it in 7 quarters.
Capital Analysts LLC's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $173K in Q3 2020.
160 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.