Crane Advisory’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Crane 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 Q1	–	Sell	-7,835	Closed	-$782K	–	42
2023 Q4	$782K	Sell	7,835 -621,207	-99%	-$62.1M	0.18%	18
2023 Q3	$62.8M	Buy	629,042 +93,878	+18%	+$9.38M	15.75%	2
2023 Q2	$53.4M	Buy	535,164 +81,204	+18%	+$8.11M	15.32%	3
2023 Q1	$45.4M	Buy	453,960 +168,719	+59%	+$16.8M	15.41%	2
2022 Q4	$28.4M	Buy	285,241 +77,970	+38%	+$7.78M	11.54%	4
2022 Q3	$20.7M	Buy	+207,271	New	+$20.7M	10.61%	6

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 $6.7B AUM 33.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Crane Advisory's GBIL Position: Q1 2024 in Review

Crane Advisory sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2024, closing a stake of 7,835 shares — an estimated $782K sold.

Crane Advisory first reported a position in GBIL in Q3 2022 and held it in 6 quarters. The position peaked at $62.8M in Q3 2023. 306 funds tracked by Wall St. Rank hold GBIL as of Q1 2024.

Crane Advisory reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2024 after selling out during the quarter.
Crane Advisory sold 7,835 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2024, an estimated $782K.
Crane Advisory first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and held it in 6 quarters.
Crane Advisory's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $62.8M in Q3 2023.
306 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2024.

Based on Crane Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.