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

Encompass Wealth Advisors’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
2021
Q1 		– Sell
-2,200
Closed -$220K – 353
2020
Q4 		$220K Buy
+2,200
New +$220K 0.13% 102

Other funds holding GBIL

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Encompass Wealth Advisors's GBIL Position: Q1 2021 in Review

Encompass Wealth Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2021, closing a stake of 2,200 shares — an estimated $220K sold.

Encompass Wealth Advisors first reported a position in GBIL in Q4 2020 and held it in 1 quarter. The position peaked at $220K in Q4 2020. 164 funds tracked by Wall St. Rank hold GBIL as of Q1 2021.

  • Encompass Wealth Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2021 after selling out during the quarter.
  • Encompass Wealth Advisors sold 2,200 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2021, an estimated $220K.
  • Encompass Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2020 and held it in 1 quarter.
  • Encompass Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $220K in Q4 2020.
  • 164 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2021.

Based on Encompass Wealth Advisors's 13F filing for Q1 2021, filed 25 May 2021.