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

Liberty 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
2021
Q4 		– Sell
-138
Closed -$14K – 517
2021
Q3 		$14K Buy
+138
New +$13.8K 0.01% 741

Other funds holding GBIL

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Liberty Wealth Management's GBIL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2021, closing a stake of 138 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in GBIL in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 162 funds tracked by Wall St. Rank hold GBIL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 138 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $14K in Q3 2021.
  • 162 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.