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Heritage Wealth Management (Arizona)’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		$2K Sell
22
-38
-63% -$3.8K ﹤0.01% 813
2021
Q2 		$6K Sell
60
-17
-22% -$1.7K ﹤0.01% 720
2021
Q1 		$8K Buy
+77
New +$7.71K ﹤0.01% 600

Other funds holding GBIL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 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

Heritage Wealth Management (Arizona)'s GBIL Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 63% in Q3 2021, selling an estimated $3.8K and leaving 22 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Heritage Wealth Management (Arizona) first reported a position in GBIL in Q1 2021 and has held it in 3 quarters since. The position peaked at $8K in Q1 2021. 150 funds tracked by Wall St. Rank hold GBIL as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 22 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2K as of Q3 2021.
  • Heritage Wealth Management (Arizona) sold 38 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2021, an estimated $3.8K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #813 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $8K in Q1 2021.
  • 150 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.