Cary Street Partners Investment Advisory’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Cary Street Partners Investment Advisory’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	-2,173	Closed	-$218K	–	589
2024 Q3	$218K	Hold	2,173	–	–	0.01%	706
2024 Q2	$217K	Sell	2,173 -100	-4%	-$9.99K	0.01%	690
2024 Q1	$229K	Sell	2,273 -708	-24%	-$70.8K	0.01%	638
2023 Q4	$297K	Sell	2,981 -1,050	-26%	-$105K	0.01%	529
2023 Q3	$404K	Sell	4,031 -1,595	-28%	-$159K	0.02%	428
2023 Q2	$563K	Sell	5,626 -770	-12%	-$76.9K	0.04%	337
2023 Q1	$640K	Sell	6,396 -3,256	-34%	-$325K	0.05%	302
2022 Q4	$962K	Sell	9,652 -3,435	-26%	-$343K	0.07%	232
2022 Q3	$1.31M	Sell	13,087 -1,377	-10%	-$137K	0.11%	192
2022 Q2	$1.44M	Buy	+14,464	New	+$1.45M	0.12%	174
2020 Q4	–	Sell	-2,220	Closed	-$223K	–	545
2020 Q3	$223K	Buy	+2,220	New	+$223K	0.05%	245

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 $7.04B AUM 28% 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 $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's GBIL Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2024, closing a stake of 2,173 shares — an estimated $218K sold.

Cary Street Partners Investment Advisory first reported a position in GBIL in Q3 2020 and held it in 11 quarters. The position peaked at $1.44M in Q2 2022. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,173 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $218K.
Cary Street Partners Investment Advisory first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2020 and held it in 11 quarters.
Cary Street Partners Investment Advisory's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.44M in Q2 2022.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.