IPW
GBIL icon

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

Impact Partnership Wealth’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
Q1 		– Sell
-21
Closed -$2.1K – 769
2023
Q4 		$2.1K Sell
21
-2
-9% -$200 ﹤0.01% 687
2023
Q3 		$2.3K Sell
23
-65
-74% -$6.49K ﹤0.01% 814
2023
Q2 		$8.81K Buy
+88
New +$8.79K ﹤0.01% 433

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Impact Partnership Wealth's GBIL Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2024, closing a stake of 21 shares — an estimated $2.1K sold.

Impact Partnership Wealth first reported a position in GBIL in Q2 2023 and held it in 3 quarters. The position peaked at $8.81K in Q2 2023. 306 funds tracked by Wall St. Rank hold GBIL as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 21 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2024, an estimated $2.1K.
  • Impact Partnership Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $8.81K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.