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

Hefty Wealth Partners’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
2018 Q1	$703K	Buy	+7,027	New	+$703K	0.45%	69
2017 Q4	–	Sell	-78,189	Closed	-$7.83M	–	258
2017 Q3	$7.83M	Buy	78,189 +6,597	+9%	+$660K	5.18%	2
2017 Q2	$7.16M	Buy	71,592 +19,760	+38%	+$1.98M	4.89%	2
2017 Q1	$5.18M	Buy	+51,832	New	+$5.19M	3.77%	1

Other funds holding GBIL

AACR

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hefty Wealth Partners's GBIL Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2018: 7,027 shares worth $703K. The stake represents 0.45% of the portfolio and ranks #69 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in GBIL as recently as Q3 2017.

Hefty Wealth Partners first reported a position in GBIL in Q1 2017 and has held it in 4 quarters since. The position peaked at $7.83M in Q3 2017. 49 funds tracked by Wall St. Rank hold GBIL as of Q1 2018.

Hefty Wealth Partners held 7,027 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $703K as of Q1 2018.
Goldman Sachs Access Treasury 0-1 Year ETF was a new Hefty Wealth Partners position in Q1 2018.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.45% of Hefty Wealth Partners's portfolio in Q1 2018, its #69 holding.
Hefty Wealth Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2017 and has held it in 4 quarters since.
Hefty Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $7.83M in Q3 2017.
49 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.