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

Milestone Asset 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
2024 Q2	–	Sell	-2,308	Closed	-$233K	–	199
2024 Q1	$233K	Hold	2,308	–	–	0.07%	155
2023 Q4	$230K	Hold	2,308	–	–	0.08%	74
2023 Q3	$230K	Hold	2,308	–	–	0.08%	74
2023 Q2	$231K	Hold	2,308	–	–	0.1%	54
2023 Q1	$231K	Buy	+2,308	New	+$230K	0.13%	66

Other funds holding GBIL

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

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

Milestone Asset Management's GBIL Position: Q2 2024 in Review

Milestone Asset Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2024, closing a stake of 2,308 shares — an estimated $233K sold.

Milestone Asset Management first reported a position in GBIL in Q1 2023 and held it in 5 quarters. The position peaked at $233K in Q1 2024. 298 funds tracked by Wall St. Rank hold GBIL as of Q2 2024.

Milestone Asset Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2024 after selling out during the quarter.
Milestone Asset Management sold 2,308 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2024, an estimated $233K.
Milestone Asset Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 5 quarters.
Milestone Asset Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $233K in Q1 2024.
298 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2024.

Based on Milestone Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.