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

Heritage 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
2024
Q4 		– Sell
-207
Closed -$20.8K – 630
2024
Q3 		$20.8K Buy
+207
New +$20.7K ﹤0.01% 394

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Advisors's GBIL Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2024, closing a stake of 207 shares — an estimated $20.8K sold.

Heritage Wealth Advisors first reported a position in GBIL in Q3 2024 and held it in 1 quarter. The position peaked at $20.8K in Q3 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

  • Heritage Wealth Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 207 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $20.8K.
  • Heritage Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $20.8K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.