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

Legacy Capital Wealth Partners’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	-4,769	Closed	-$477K	–	294
2023 Q3	$477K	Buy	+4,769	New	+$476K	0.13%	151
2023 Q2	–	Sell	-5,114	Closed	-$512K	–	110
2023 Q1	$512K	Buy	+5,114	New	+$511K	0.14%	137

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

Legacy Capital Wealth Partners's GBIL Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2023, closing a stake of 4,769 shares — an estimated $477K sold.

Legacy Capital Wealth Partners first reported a position in GBIL in Q1 2023 and held it in 2 quarters. The position peaked at $512K in Q1 2023. 309 funds tracked by Wall St. Rank hold GBIL as of Q4 2023.

Legacy Capital Wealth Partners reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 4,769 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2023, an estimated $477K.
Legacy Capital Wealth Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 2 quarters.
Legacy Capital Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $512K in Q1 2023.
309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.