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

Howard Wealth Management’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
2022 Q4	–	Sell	-2,650	Closed	-$264K	–	116
2022 Q3	$264K	Buy	+2,650	New	+$264K	0.19%	96
2022 Q2	–	Sell	-6,305	Closed	-$630K	–	82
2022 Q1	$630K	Sell	6,305 -260	-4%	-$26K	0.34%	63
2021 Q4	$656K	Sell	6,565 -1,820	-22%	-$182K	0.35%	68
2021 Q3	$839K	Sell	8,385 -265	-3%	-$26.5K	0.47%	58
2021 Q2	$865K	Sell	8,650 -1,000	-10%	-$100K	0.48%	58
2021 Q1	$966K	Sell	9,650 -290	-3%	-$29K	0.56%	50
2020 Q4	$995K	Buy	9,940 +465	+5%	+$46.6K	0.62%	42
2020 Q3	$951K	Buy	9,475 +2,510	+36%	+$252K	0.68%	40
2020 Q2	$699K	Buy	+6,965	New	+$700K	0.57%	44

Other funds holding GBIL

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Howard Wealth Management's GBIL Position: Q4 2022 in Review

Howard Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2022, closing a stake of 2,650 shares — an estimated $264K sold.

Howard Wealth Management first reported a position in GBIL in Q2 2020 and held it in 9 quarters. The position peaked at $995K in Q4 2020. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

Howard Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2022 after selling out during the quarter.
Howard Wealth Management sold 2,650 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $264K.
Howard Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2020 and held it in 9 quarters.
Howard Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $995K in Q4 2020.
237 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2022.

Based on Howard Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.