Dixon Hubard Feinour & Brown’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Dixon Hubard Feinour & Brown’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
2022 Q2	$1.65M	Sell	16,493 -648	-4%	-$64.7K	0.2%	113
2022 Q1	$1.71M	Sell	17,141 -1,000	-6%	-$100K	0.17%	126
2021 Q4	$1.81M	Sell	18,141 -4,837	-21%	-$484K	0.17%	119
2021 Q3	$2.3M	Buy	22,978 +6,525	+40%	+$653K	0.49%	49
2021 Q2	$1.65M	Buy	+16,453	New	+$1.65M	0.34%	64

Other funds holding GBIL

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SSIM

Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return

Dixon Hubard Feinour & Brown's GBIL Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 3.8% in Q2 2022, selling an estimated $64.7K and leaving 16,493 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #113.

Dixon Hubard Feinour & Brown first reported a position in GBIL in Q2 2021 and has held it in 5 quarters since. The position peaked at $2.3M in Q3 2021. 172 funds tracked by Wall St. Rank hold GBIL as of Q2 2022.

Dixon Hubard Feinour & Brown held 16,493 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.65M as of Q2 2022.
Dixon Hubard Feinour & Brown sold 648 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2022, an estimated $64.7K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.2% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #113 holding.
Dixon Hubard Feinour & Brown first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2021 and has held it in 5 quarters since.
Dixon Hubard Feinour & Brown's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.3M in Q3 2021.
172 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.