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Clear Perspectives Financial Planning’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Clear Perspectives Financial 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
2022
Q4 		– Sell
-17,606
Closed -$1.76M – 245
2022
Q3 		$1.76M Sell
17,606
-544
-3% -$54.3K 0.86% 24
2022
Q2 		$1.81M Buy
+18,150
New +$1.81M 0.71% 24

Other funds holding GBIL

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Clear Perspectives Financial Planning's GBIL Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2022, closing a stake of 17,606 shares — an estimated $1.76M sold.

Clear Perspectives Financial Planning first reported a position in GBIL in Q2 2022 and held it in 2 quarters. The position peaked at $1.81M in Q2 2022. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 17,606 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $1.76M.
  • Clear Perspectives Financial Planning first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2022 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.81M in Q2 2022.
  • 237 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.