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

Goldstone Financial Group’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
Q2 		– Sell
-39,519
Closed -$3.96M – 167
2023
Q1 		$3.96M Buy
+39,519
New +$3.95M 1.3% 21

Other funds holding GBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldstone Financial Group's GBIL Position: Q2 2023 in Review

Goldstone Financial Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2023, closing a stake of 39,519 shares — an estimated $3.96M sold.

Goldstone Financial Group first reported a position in GBIL in Q1 2023 and held it in 1 quarter. The position peaked at $3.96M in Q1 2023. 293 funds tracked by Wall St. Rank hold GBIL as of Q2 2023.

  • Goldstone Financial Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 39,519 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2023, an estimated $3.96M.
  • Goldstone Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 1 quarter.
  • Goldstone Financial Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.96M in Q1 2023.
  • 293 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2023.

Based on Goldstone Financial Group's 13F filing for Q2 2023, filed 15 Jan 2025.