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

Ledge Wealth Management’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 Q4	–	Sell	-102,035	Closed	-$10.2M	–	64
2023 Q3	$10.2M	Sell	102,035 -982	-1%	-$98.1K	4.58%	6
2023 Q2	$10.3M	Sell	103,017 -2,131	-2%	-$213K	4.93%	6
2023 Q1	$10.5M	Sell	105,148 -133,671	-56%	-$13.3M	4.99%	5
2022 Q4	$23.8M	Buy	238,819 +17,398	+8%	+$1.74M	10.87%	1
2022 Q3	$22.1M	Buy	+221,421	New	+$22.1M	13.54%	1

Other funds holding GBIL

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ledge Wealth Management's GBIL Position: Q4 2023 in Review

Ledge Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2023, closing a stake of 102,035 shares — an estimated $10.2M sold.

Ledge Wealth Management first reported a position in GBIL in Q3 2022 and held it in 5 quarters. The position peaked at $23.8M in Q4 2022. 309 funds tracked by Wall St. Rank hold GBIL as of Q4 2023.

Ledge Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2023 after selling out during the quarter.
Ledge Wealth Management sold 102,035 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2023, an estimated $10.2M.
Ledge Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and held it in 5 quarters.
Ledge Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $23.8M in Q4 2022.
309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.