FWM
GBIL icon

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

Frontier Wealth Management’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 		$1.16M Sell
11,648
-1,044
-8% -$104K 0.08% 166
2022
Q1 		$1.27M Sell
12,692
-2,113
-14% -$211K 0.02% 156
2021
Q4 		$1.48M Sell
14,805
-700
-5% -$70K 0.1% 146
2021
Q3 		$1.55M Sell
15,505
-1,000
-6% -$100K 0.11% 139
2021
Q2 		$1.65M Sell
16,505
-2,693
-14% -$270K 0.12% 134
2021
Q1 		$1.92M Hold
19,198
– – 0.15% 110
2020
Q4 		$1.92M Buy
19,198
+8,912
+87% +$892K 0.16% 104
2020
Q3 		$1.03M Buy
10,286
+3
+0% +$301 0.09% 147
2020
Q2 		$1.03M Buy
+10,283
New +$1.03M 0.09% 137

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SSIM
Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return