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

Connectus Wealth’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
Q1 		$1.5M Sell
14,910
-1,900
-11% -$190K 0.04% 210
2023
Q4 		$1.68M Buy
+16,810
New +$1.68M 0.03% 287

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Connectus Wealth's GBIL Position: Q1 2024 in Review

Connectus Wealth reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 11% in Q1 2024, selling an estimated $190K and leaving 14,910 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #210.

Connectus Wealth first reported a position in GBIL in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.68M in Q4 2023. 306 funds tracked by Wall St. Rank hold GBIL as of Q1 2024.

  • Connectus Wealth held 14,910 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.5M as of Q1 2024.
  • Connectus Wealth sold 1,900 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2024, an estimated $190K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.04% of Connectus Wealth's portfolio in Q1 2024, its #210 holding.
  • Connectus Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and has held it in 2 quarters since.
  • Connectus Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.68M in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.