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

Concord Wealth Partners’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	-15	Closed	-$1.5K	–	951
2024 Q3	$1.5K	Hold	15	–	–	﹤0.01%	780
2024 Q2	$1.5K	Hold	15	–	–	﹤0.01%	689
2024 Q1	$1.51K	Sell	15 -2	-12%	-$200	﹤0.01%	771
2023 Q4	$1.7K	Buy	17 +11	+183%	+$1.1K	﹤0.01%	731
2023 Q3	$601	Buy	+6	New	+$599	﹤0.01%	975
2023 Q1	–	Sell	-55	Closed	-$5.48K	–	1087
2022 Q4	$5.48K	Buy	+55	New	+$5.49K	﹤0.01%	739

Other funds holding GBIL

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 1-Year Est. Return

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

Concord Wealth Partners's GBIL Position: Q4 2024 in Review

Concord Wealth Partners sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2024, closing a stake of 15 shares — an estimated $1.5K sold.

Concord Wealth Partners first reported a position in GBIL in Q4 2022 and held it in 6 quarters. The position peaked at $5.48K in Q4 2022. 333 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

Concord Wealth Partners reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 15 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $1.5K.
Concord Wealth Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and held it in 6 quarters.
Concord Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $5.48K in Q4 2022.
333 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.