Laurel Wealth Advisors (California)’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Laurel Wealth Advisors (California)’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	$818K	Sell	8,207 -29,031	-78%	-$2.9M	0.08%	258
2022 Q3	$3.72M	Sell	37,238 -368	-1%	-$36.7K	0.4%	61
2022 Q2	$3.75M	Sell	37,606 -4,312	-10%	-$431K	0.38%	65
2022 Q1	$4.19M	Buy	41,918 +1,427	+4%	+$143K	0.35%	69
2021 Q4	$4.05M	Buy	40,491 +13,801	+52%	+$1.38M	0.31%	78
2021 Q3	$2.67M	Sell	26,690 -4,126	-13%	-$413K	0.49%	37
2021 Q2	$3.08M	Buy	30,816 +19,784	+179%	+$1.98M	0.4%	55
2021 Q1	$1.1M	Buy	11,032 +5,843	+113%	+$585K	0.17%	146
2020 Q4	$520K	Buy	5,189 +16	+0.3%	+$1.6K	0.08%	240
2020 Q3	$520K	Buy	5,173 +3	+0.1%	+$301	0.09%	223
2020 Q2	$520K	Sell	5,170 -27,308	-84%	-$2.75M	0.1%	213
2020 Q1	$3.27M	Buy	32,478 +28,182	+656%	+$2.83M	0.75%	27
2019 Q4	$430K	Buy	+4,296	New	+$431K	0.07%	283

Other funds holding GBIL

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GBIL Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 78% in Q4 2022, selling an estimated $2.9M and leaving 8,207 shares worth $818K. The position accounts for 0.08% of the portfolio, ranked #258.

Laurel Wealth Advisors (California) first reported a position in GBIL in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.19M in Q1 2022. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

Laurel Wealth Advisors (California) held 8,207 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $818K as of Q4 2022.
Laurel Wealth Advisors (California) sold 29,031 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $2.9M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #258 holding.
Laurel Wealth Advisors (California) first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2019 and has held it in 13 quarters since.
Laurel Wealth Advisors (California)'s Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $4.19M 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 Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.