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Lee, Danner & Bass’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-170
Closed -$17K – 404
2024
Q4 		$17K Buy
+170
New +$17K ﹤0.01% 485

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee, Danner & Bass's GBIL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2025, closing a stake of 170 shares — an estimated $17K sold.

Lee, Danner & Bass first reported a position in GBIL in Q4 2024 and held it in 1 quarter. The position peaked at $17K in Q4 2024. 342 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 170 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $17K.
  • Lee, Danner & Bass first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $17K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.