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

Capital Wealth Planning’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
2020
Q2 		– Sell
-2,170
Closed -$219K – 141
2020
Q1 		$219K Buy
+2,170
New +$218K 0.01% 201
2019
Q4 		– Sell
-2,170
Closed -$218K – 215
2019
Q3 		$218K Buy
+2,170
New +$218K 0.01% 230

Other funds holding GBIL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Wealth Planning's GBIL Position: Q2 2020 in Review

Capital Wealth Planning sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2020, closing a stake of 2,170 shares — an estimated $219K sold.

Capital Wealth Planning first reported a position in GBIL in Q3 2019 and held it in 2 quarters. The position peaked at $219K in Q1 2020. 178 funds tracked by Wall St. Rank hold GBIL as of Q2 2020.

  • Capital Wealth Planning reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 2,170 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2020, an estimated $219K.
  • Capital Wealth Planning first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2019 and held it in 2 quarters.
  • Capital Wealth Planning's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $219K in Q1 2020.
  • 178 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.