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

Mattern 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
Q3 		– Sell
-2,473
Closed -$248K – 168
2021
Q2 		$248K Buy
+2,473
New +$248K 0.08% 153

Other funds holding GBIL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Mattern Wealth Management's GBIL Position: Q3 2021 in Review

Mattern Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2021, closing a stake of 2,473 shares — an estimated $248K sold.

Mattern Wealth Management first reported a position in GBIL in Q2 2021 and held it in 1 quarter. The position peaked at $248K in Q2 2021. 150 funds tracked by Wall St. Rank hold GBIL as of Q3 2021.

  • Mattern Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2021 after selling out during the quarter.
  • Mattern Wealth Management sold 2,473 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2021, an estimated $248K.
  • Mattern Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2021 and held it in 1 quarter.
  • Mattern Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $248K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2021.

Based on Mattern Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.