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

Kiely Wealth 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
2024 Q4	$102K	Hold	1,020	–	–	0.07%	87
2024 Q3	$102K	Hold	1,020	–	–	0.06%	88
2024 Q2	$102K	Hold	1,020	–	–	0.06%	73
2024 Q1	$102K	Hold	1,020	–	–	0.06%	72
2023 Q4	$102K	Buy	+1,020	New	+$102K	0.06%	72

Other funds holding GBIL

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Kiely Wealth Advisory Group's GBIL Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q4 2024 at 1,020 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #87.

Kiely Wealth Advisory Group first reported a position in GBIL in Q4 2023 and has held it in 5 quarters since. The position peaked at $102K in Q4 2023. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

Kiely Wealth Advisory Group held 1,020 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $102K as of Q4 2024.
Kiely Wealth Advisory Group left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q4 2024.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.07% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #87 holding.
Kiely Wealth Advisory Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $102K in Q4 2023.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.