EisnerAmper Wealth Management Corporate Benefits’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2023 Q4	$291K	Sell	2,913 -32,619	-92%	-$3.26M	0.11%	58
2023 Q3	$3.56M	Sell	35,532 -24,171	-40%	-$2.41M	1.59%	22
2023 Q2	$5.97M	Sell	59,703 -919	-2%	-$91.8K	2.86%	13
2023 Q1	$6.07M	Buy	60,622 +51,493	+564%	+$5.14M	2.94%	11
2022 Q4	$910K	Sell	9,129 -270	-3%	-$26.9K	0.46%	35
2022 Q3	$939K	Sell	9,399 -150	-2%	-$15K	0.54%	30
2022 Q2	$953K	Buy	9,549 +155	+2%	+$15.5K	0.51%	31
2022 Q1	$939K	Sell	9,394 -850	-8%	-$85K	0.45%	33
2021 Q4	$1.02M	Sell	10,244 -348	-3%	-$34.8K	0.47%	31
2021 Q3	$1.06M	Buy	10,592 +1,777	+20%	+$178K	0.53%	34
2021 Q2	$882K	Buy	8,815 +217	+3%	+$21.7K	0.45%	31
2021 Q1	$861K	Buy	8,598 +5	+0.1%	+$501	0.46%	32
2020 Q4	$860K	Buy	8,593 +191	+2%	+$19.1K	0.49%	30
2020 Q3	$844K	Buy	8,402 +439	+6%	+$44.1K	0.55%	30
2020 Q2	$800K	Sell	7,963 -175	-2%	-$17.6K	0.55%	29
2020 Q1	$820K	Buy	8,138 +199	+3%	+$20K	0.56%	25
2019 Q4	$795K	Buy	7,939 +287	+4%	+$28.8K	0.55%	24
2019 Q3	$768K	Buy	7,652 +315	+4%	+$31.6K	0.56%	25
2019 Q2	$736K	Sell	7,337 -26	-0.4%	-$2.61K	0.55%	25
2019 Q1	$738K	Buy	7,363 +148	+2%	+$14.8K	0.55%	27
2018 Q4	$722K	Buy	+7,215	New	+$722K	0.62%	24

Other funds holding GBIL

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's GBIL Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 92% in Q4 2023, selling an estimated $3.26M and leaving 2,913 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #58.

EisnerAmper Wealth Management Corporate Benefits first reported a position in GBIL in Q4 2018 and has held it in 21 quarters since. The position peaked at $6.07M in Q1 2023. 309 funds tracked by Wall St. Rank hold GBIL as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 2,913 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $291K as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 32,619 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2023, an estimated $3.26M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.11% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #58 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and has held it in 21 quarters since.
EisnerAmper Wealth Management Corporate Benefits's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $6.07M in Q1 2023.
309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.