HWP
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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

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SMM
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Bank of America
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UBS Group
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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return