Mariner Independent Advisor Network’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Mariner Independent Advisor Network’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
2020 Q3	–	Sell	-46,102	Closed	-$4.63M	–	318
2020 Q2	$4.63M	Sell	46,102 -61,431	-57%	-$6.18M	0.43%	61
2020 Q1	$10.8M	Buy	107,533 +53,931	+101%	+$5.42M	0.98%	19
2019 Q4	$5.37M	Sell	53,602 -22,309	-29%	-$2.24M	0.39%	65
2019 Q3	$7.62M	Sell	75,911 -25,852	-25%	-$2.59M	0.58%	35
2019 Q2	$10.2M	Buy	101,763 +22,075	+28%	+$2.21M	0.77%	26
2019 Q1	$7.99M	Buy	79,688 +11,253	+16%	+$1.13M	0.67%	33
2018 Q4	$6.85M	Buy	+68,435	New	+$6.85M	0.61%	38

Other funds holding GBIL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Independent Advisor Network's GBIL Position: Q3 2020 in Review

Mariner Independent Advisor Network sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2020, closing a stake of 46,102 shares — an estimated $4.63M sold.

Mariner Independent Advisor Network first reported a position in GBIL in Q4 2018 and held it in 7 quarters. The position peaked at $10.8M in Q1 2020. 172 funds tracked by Wall St. Rank hold GBIL as of Q3 2020.

Mariner Independent Advisor Network reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 46,102 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2020, an estimated $4.63M.
Mariner Independent Advisor Network first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and held it in 7 quarters.
Mariner Independent Advisor Network's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $10.8M in Q1 2020.
172 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2020, filed 30 Nov 2020.