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

Insight Wealth Strategies’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
2020 Q1	–	Sell	-6,919	Closed	-$693K	–	169
2019 Q4	$693K	Sell	6,919 -968	-12%	-$97.1K	0.15%	99
2019 Q3	$792K	Sell	7,887 -207,987	-96%	-$20.9M	0.19%	83
2019 Q2	$21.7M	Buy	215,874 +8,904	+4%	+$892K	5.3%	5
2019 Q1	$20.8M	Buy	206,970 +5,719	+3%	+$573K	5.8%	4
2018 Q4	$20.1M	Buy	+201,251	New	+$20.1M	6.17%	4

Other funds holding GBIL

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

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

PFA

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Insight Wealth Strategies's GBIL Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2020, closing a stake of 6,919 shares — an estimated $693K sold.

Insight Wealth Strategies first reported a position in GBIL in Q4 2018 and held it in 5 quarters. The position peaked at $21.7M in Q2 2019. 178 funds tracked by Wall St. Rank hold GBIL as of Q1 2020.

Insight Wealth Strategies reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2020 after selling out during the quarter.
Insight Wealth Strategies sold 6,919 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2020, an estimated $693K.
Insight Wealth Strategies first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and held it in 5 quarters.
Insight Wealth Strategies's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $21.7M in Q2 2019.
178 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.