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

HCR 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
Q2 		– Sell
-3,400
Closed -$340K – 193
2021
Q1 		$340K Buy
+3,400
New +$340K 0.07% 147

Other funds holding GBIL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HCR Wealth Advisors's GBIL Position: Q2 2021 in Review

HCR Wealth Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2021, closing a stake of 3,400 shares — an estimated $340K sold.

HCR Wealth Advisors first reported a position in GBIL in Q1 2021 and held it in 1 quarter. The position peaked at $340K in Q1 2021. 160 funds tracked by Wall St. Rank hold GBIL as of Q2 2021.

  • HCR Wealth Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,400 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2021, an estimated $340K.
  • HCR Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2021 and held it in 1 quarter.
  • HCR Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $340K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2021.

Based on HCR Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.