Legacy Capital Group California’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Legacy Capital Group 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
2024 Q1	–	Sell	-4,255	Closed	-$424K	–	307
2023 Q4	$424K	Sell	4,255 -23,207	-85%	-$2.32M	0.16%	183
2023 Q3	$2.75M	Sell	27,462 -238	-0.9%	-$23.8K	1.18%	14
2023 Q2	$2.77M	Buy	27,700 +5,934	+27%	+$593K	1.14%	15
2023 Q1	$2.18M	Buy	+21,766	New	+$2.17M	1.06%	13

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

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

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

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

Legacy Capital Group California's GBIL Position: Q1 2024 in Review

Legacy Capital Group California sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2024, closing a stake of 4,255 shares — an estimated $424K sold.

Legacy Capital Group California first reported a position in GBIL in Q1 2023 and held it in 4 quarters. The position peaked at $2.77M in Q2 2023. 306 funds tracked by Wall St. Rank hold GBIL as of Q1 2024.

Legacy Capital Group California reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2024 after selling out during the quarter.
Legacy Capital Group California sold 4,255 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2024, an estimated $424K.
Legacy Capital Group California first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 4 quarters.
Legacy Capital Group California's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.77M in Q2 2023.
306 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.