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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
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
CM
Cornerstone Management Duluth, Georgia $628M AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return