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

Cypress Wealth Services’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
-3,121
Closed -$311K – 263
2023
Q4 		$311K Sell
3,121
-89
-3% -$8.89K 0.08% 187
2023
Q3 		$321K Buy
3,210
+25
+0.8% +$2.5K 0.09% 177
2023
Q2 		$318K Sell
3,185
-4,420
-58% -$442K 0.08% 183
2023
Q1 		$762K Sell
7,605
-2,002
-21% -$200K 0.22% 85
2022
Q4 		$958K Sell
9,607
-2,534
-21% -$253K 0.31% 73
2022
Q3 		$1.21M Sell
12,141
-5,916
-33% -$590K 0.41% 59
2022
Q2 		$1.8M Sell
18,057
-2,003
-10% -$200K 0.58% 42
2022
Q1 		$2M Sell
20,060
-6,030
-23% -$603K 0.55% 45
2021
Q4 		$2.61M Sell
26,090
-1,256
-5% -$126K 0.71% 39
2021
Q3 		$2.74M Sell
27,346
-390
-1% -$39K 0.82% 31
2021
Q2 		$2.78M Sell
27,736
-11,894
-30% -$1.19M 0.76% 34
2021
Q1 		$3.97M Sell
39,630
-9,960
-20% -$997K 0.83% 32
2020
Q4 		$4.96M Buy
+49,590
New +$4.97M 1.11% 26
2020
Q3 		– Sell
-43,531
Closed -$4.37M – 344
2020
Q2 		$4.37M Buy
43,531
+2,032
+5% +$204K 1.04% 24
2020
Q1 		$4.18M Buy
41,499
+148
+0.4% +$14.9K 1.23% 18
2019
Q4 		$4.14M Buy
41,351
+4,981
+14% +$500K 1.04% 26
2019
Q3 		$3.65M Buy
36,370
+8,536
+31% +$856K 1% 27
2019
Q2 		$2.79M Buy
27,834
+2,929
+12% +$294K 0.81% 39
2019
Q1 		$2.5M Buy
24,905
+6,645
+36% +$666K 0.79% 39
2018
Q4 		$1.83M Buy
18,260
+9,750
+115% +$976K 0.72% 41
2018
Q3 		$852K Buy
8,510
+380
+5% +$38K 0.3% 89
2018
Q2 		$814K Buy
+8,130
New +$813K 0.31% 89

Other funds holding GBIL

Betterment LLC
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cypress Wealth Services's GBIL Position: Q1 2024 in Review

Cypress Wealth Services sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2024, closing a stake of 3,121 shares — an estimated $311K sold.

Cypress Wealth Services first reported a position in GBIL in Q2 2018 and held it in 22 quarters. The position peaked at $4.96M in Q4 2020. 306 funds tracked by Wall St. Rank hold GBIL as of Q1 2024.

  • Cypress Wealth Services reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 3,121 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2024, an estimated $311K.
  • Cypress Wealth Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2018 and held it in 22 quarters.
  • Cypress Wealth Services's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $4.96M in Q4 2020.
  • 306 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2024.

Based on Cypress Wealth Services's 13F filing for Q1 2024, filed 16 Apr 2024.