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

Milestone Wealth’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
2022
Q3 		$1.9M Buy
19,059
+6
+0% +$599 2.13% 10
2022
Q2 		$1.9M Buy
19,053
+583
+3% +$58.2K 2% 10
2022
Q1 		$1.85M Sell
18,470
-342
-2% -$34.2K 1.5% 14
2021
Q4 		$1.88M Buy
+18,812
New +$1.88M 1.51% 14

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Milestone Wealth's GBIL Position: Q3 2022 in Review

Milestone Wealth increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.03% in Q3 2022, buying an estimated $599 and bringing the position to 19,059 shares worth $1.9M. The position accounts for 2.13% of the portfolio, ranked #10.

Milestone Wealth first reported a position in GBIL in Q4 2021 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold GBIL as of Q3 2022.

  • Milestone Wealth held 19,059 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.9M as of Q3 2022.
  • Milestone Wealth bought 6 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2022, an estimated $599.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 2.13% of Milestone Wealth's portfolio in Q3 2022, its #10 holding.
  • Milestone Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.