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

Copperwynd Financial’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
Q4 		– Sell
-10,274
Closed -$1.03M – 122
2020
Q3 		$1.03M Sell
10,274
-8,951
-47% -$899K 0.55% 32
2020
Q2 		$1.93M Sell
19,225
-1,761
-8% -$177K 1.11% 18
2020
Q1 		$2.12M Buy
20,986
+5,120
+32% +$514K 1% 12
2019
Q4 		$1.59M Buy
15,866
+3,504
+28% +$352K 0.84% 31
2019
Q3 		$1.24M Buy
+12,362
New +$1.24M 0.7% 31

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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Copperwynd Financial's GBIL Position: Q4 2020 in Review

Copperwynd Financial sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2020, closing a stake of 10,274 shares — an estimated $1.03M sold.

Copperwynd Financial first reported a position in GBIL in Q3 2019 and held it in 5 quarters. The position peaked at $2.12M in Q1 2020. 179 funds tracked by Wall St. Rank hold GBIL as of Q4 2020.

  • Copperwynd Financial reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2020 after selling out during the quarter.
  • Copperwynd Financial sold 10,274 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2020, an estimated $1.03M.
  • Copperwynd Financial first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2019 and held it in 5 quarters.
  • Copperwynd Financial's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.12M in Q1 2020.
  • 179 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2020.

Based on Copperwynd Financial's 13F filing for Q4 2020, filed 10 Feb 2021.