Financial Management Professionals’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Financial Management Professionals’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
2025 Q1	–	Sell	-210	Closed	-$21K	–	1016
2024 Q4	$21K	Hold	210	–	–	﹤0.01%	403
2024 Q3	$21K	Hold	210	–	–	﹤0.01%	416
2024 Q2	$21K	Hold	210	–	–	﹤0.01%	377
2024 Q1	$21K	Sell	210 -14	-6%	-$1.4K	﹤0.01%	406
2023 Q4	$22K	Sell	224 -578	-72%	-$57.8K	﹤0.01%	373
2023 Q3	$80K	Sell	802 -105,295	-99%	-$10.5M	0.01%	193
2023 Q2	$10.6M	Buy	106,097 +14,621	+16%	+$1.46M	1.78%	17
2023 Q1	$9.16M	Buy	91,476 +5,105	+6%	+$510K	1.77%	17
2022 Q4	$8.61M	Buy	+86,371	New	+$8.62M	1.76%	18

Other funds holding GBIL

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Management Professionals's GBIL Position: Q1 2025 in Review

Financial Management Professionals sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2025, closing a stake of 210 shares — an estimated $21K sold.

Financial Management Professionals first reported a position in GBIL in Q4 2022 and held it in 9 quarters. The position peaked at $10.6M in Q2 2023. 343 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

Financial Management Professionals reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2025 after selling out during the quarter.
Financial Management Professionals sold 210 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $21K.
Financial Management Professionals first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and held it in 9 quarters.
Financial Management Professionals's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $10.6M in Q2 2023.
343 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.