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LWAC
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
Shares
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
0.76%
27
2019
Q4
$430K
Buy
+4,296
New
+$431K
0.07%
283
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1-Year Est. Return
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31.28%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
BSAM
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New York
$247M AUM
28.81%
1-Year Est. Return
MMA
Miracle Mile Advisors
Los Angeles, California
$7.28B AUM
16.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PFA
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South Burlington, Vermont
$857M AUM
17.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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