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

Jackson 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	-221,091	Closed	-$22.1M	–	87
2022 Q3	$22.1M	Buy	221,091 +117,859	+114%	+$11.8M	4.35%	6
2022 Q2	$10.3M	Sell	103,232 -136,581	-57%	-$13.6M	4.78%	6
2022 Q1	$24M	Buy	+239,813	New	+$24M	3.33%	7
2020 Q2	–	Sell	-2,872	Closed	-$290K	–	127
2020 Q1	$290K	Buy	+2,872	New	+$288K	0.06%	103

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

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

Jackson Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2022, closing a stake of 221,091 shares — an estimated $22.1M sold.

Jackson Wealth Management first reported a position in GBIL in Q1 2020 and held it in 4 quarters. The position peaked at $24M in Q1 2022. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

Jackson Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2022 after selling out during the quarter.
Jackson Wealth Management sold 221,091 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $22.1M.
Jackson Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2020 and held it in 4 quarters.
Jackson Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $24M in Q1 2022.
237 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2022.

Based on Jackson Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.