IAG
GBIL icon

Investmark Advisory Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-14
Closed -$1K – 193
2021
Q4 		$1K Buy
+14
New +$1.4K ﹤0.01% 365

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Investmark Advisory Group's GBIL Position: Q1 2022 in Review

Investmark Advisory Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Investmark Advisory Group first reported a position in GBIL in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 165 funds tracked by Wall St. Rank hold GBIL as of Q1 2022.

  • Investmark Advisory Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 14 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2022, an estimated $1K.
  • Investmark Advisory Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.