Keystone Financial Group (Kentucky)’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Keystone Financial Group (Kentucky)’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	-12,271	Closed	-$1.23M	–	302
2021 Q4	$1.23M	Sell	12,271 -3,920	-24%	-$392K	0.2%	95
2021 Q3	$1.62M	Sell	16,191 -1,193	-7%	-$119K	0.29%	75
2021 Q2	$1.74M	Sell	17,384 -205	-1%	-$20.5K	0.32%	75
2021 Q1	$1.76M	Buy	17,589 +9,021	+105%	+$903K	0.34%	68
2020 Q4	$858K	Buy	8,568 +1,846	+27%	+$185K	0.18%	109
2020 Q3	$675K	Buy	6,722 +249	+4%	+$25K	0.17%	120
2020 Q2	$650K	Buy	6,473 +2,443	+61%	+$246K	0.18%	114
2020 Q1	$406K	Sell	4,030 -559	-12%	-$56.1K	0.13%	127
2019 Q4	$460K	Sell	4,589 -896	-16%	-$89.9K	0.12%	133
2019 Q3	$551K	Buy	5,485 +2,672	+95%	+$268K	0.17%	112
2019 Q2	$282K	Buy	+2,813	New	+$282K	0.09%	171

Other funds holding GBIL

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s GBIL Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2022, closing a stake of 12,271 shares — an estimated $1.23M sold.

Keystone Financial Group (Kentucky) first reported a position in GBIL in Q2 2019 and held it in 11 quarters. The position peaked at $1.76M in Q1 2021. 165 funds tracked by Wall St. Rank hold GBIL as of Q1 2022.

Keystone Financial Group (Kentucky) reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 12,271 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2022, an estimated $1.23M.
Keystone Financial Group (Kentucky) first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2019 and held it in 11 quarters.
Keystone Financial Group (Kentucky)'s Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.76M in Q1 2021.
165 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.