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Dynamic Advisor Solutions’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-2,839
Closed -$284K – 952
2024
Q2 		$284K Buy
2,839
+34
+1% +$3.4K 0.01% 782
2024
Q1 		$283K Buy
2,805
+22
+0.8% +$2.2K 0.01% 778
2023
Q4 		$278K Buy
2,783
+47
+2% +$4.7K 0.01% 742
2023
Q3 		$274K Buy
2,736
+171
+7% +$17.1K 0.01% 681
2023
Q2 		$257K Buy
2,565
+28
+1% +$2.8K 0.01% 674
2023
Q1 		$254K Buy
2,537
+7
+0.3% +$699 0.01% 638
2022
Q4 		$252K Buy
+2,530
New +$252K 0.02% 596

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dynamic Advisor Solutions's GBIL Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2024, closing a stake of 2,839 shares — an estimated $284K sold.

Dynamic Advisor Solutions first reported a position in GBIL in Q4 2022 and held it in 7 quarters. The position peaked at $284K in Q2 2024. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,839 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2024, an estimated $284K.
  • Dynamic Advisor Solutions first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and held it in 7 quarters.
  • Dynamic Advisor Solutions's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $284K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.