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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
2020
Q4 		– Sell
-47,251
Closed -$4.75M – 362
2020
Q3 		$4.75M Buy
+47,251
New +$4.75M 1.22% 21

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.