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

GYL Financial Synergies’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
2024 Q3	$2.09M	Sell	20,792 -450	-2%	-$45K	0.16%	124
2024 Q2	$2.13M	Sell	21,242 -6,225	-23%	-$622K	0.16%	114
2024 Q1	$2.77M	Sell	27,467 -2,125	-7%	-$212K	0.22%	97
2023 Q4	$2.95M	Sell	29,592 -1,615	-5%	-$161K	0.24%	95
2023 Q3	$3.12M	Buy	31,207 +250	+0.8%	+$25K	0.3%	84
2023 Q2	$3.1M	Sell	30,957 -16,823	-35%	-$1.68M	0.28%	86
2023 Q1	$4.78M	Buy	+47,780	New	+$4.77M	0.57%	48

Other funds holding GBIL

AACR

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

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

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

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

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

GYL Financial Synergies's GBIL Position: Q3 2024 in Review

GYL Financial Synergies reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 2.1% in Q3 2024, selling an estimated $45K and leaving 20,792 shares worth $2.09M. The position accounts for 0.16% of the portfolio, ranked #124.

GYL Financial Synergies first reported a position in GBIL in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.78M in Q1 2023. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

GYL Financial Synergies held 20,792 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.09M as of Q3 2024.
GYL Financial Synergies sold 450 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2024, an estimated $45K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.16% of GYL Financial Synergies's portfolio in Q3 2024, its #124 holding.
GYL Financial Synergies first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $4.78M in Q1 2023.
308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.