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

Maripau 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
2025
Q2 		– Sell
-2,463
Closed -$247K – 166
2025
Q1 		$247K Sell
2,463
-4,072
-62% -$407K 0.14% 114
2024
Q4 		$656K Buy
+6,535
New +$654K 0.39% 58
2024
Q3 		– Sell
-6,104
Closed -$611K – 76
2024
Q2 		$611K Sell
6,104
-144
-2% -$14.4K 0.42% 59
2024
Q1 		$630K Sell
6,248
-56
-0.9% -$5.6K 0.47% 51
2023
Q4 		$629K Buy
6,304
+2,067
+49% +$207K 0.55% 42
2023
Q3 		$424K Buy
+4,237
New +$423K 0.39% 58

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AACR
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MMA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return