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

KCS Wealth Advisory’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
2023
Q3 		– Sell
-3,520
Closed -$352K – 141
2023
Q2 		$352K Buy
3,520
+524
+17% +$52.4K 0.12% 124
2023
Q1 		$300K Buy
+2,996
New +$299K 0.11% 121

Other funds holding GBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCS Wealth Advisory's GBIL Position: Q3 2023 in Review

KCS Wealth Advisory sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2023, closing a stake of 3,520 shares — an estimated $352K sold.

KCS Wealth Advisory first reported a position in GBIL in Q1 2023 and held it in 2 quarters. The position peaked at $352K in Q2 2023. 309 funds tracked by Wall St. Rank hold GBIL as of Q3 2023.

  • KCS Wealth Advisory reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 3,520 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2023, an estimated $352K.
  • KCS Wealth Advisory first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 2 quarters.
  • KCS Wealth Advisory's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $352K in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.