New Century Financial Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

New Century Financial Group’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 Q4	–	Sell	-3,090	Closed	-$310K	–	305
2024 Q3	$310K	Buy	3,090 +869	+39%	+$86.9K	0.11%	223
2024 Q2	$222K	Sell	2,221 -12,650	-85%	-$1.26M	0.09%	257
2024 Q1	$1.5M	Buy	14,871 +7,862	+112%	+$786K	1.04%	15
2023 Q4	$699K	Buy	+7,009	New	+$700K	0.6%	56

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

MMA

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

New Century Financial Group's GBIL Position: Q4 2024 in Review

New Century Financial Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2024, closing a stake of 3,090 shares — an estimated $310K sold.

New Century Financial Group first reported a position in GBIL in Q4 2023 and held it in 4 quarters. The position peaked at $1.5M in Q1 2024. 333 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

New Century Financial Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2024 after selling out during the quarter.
New Century Financial Group sold 3,090 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $310K.
New Century Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and held it in 4 quarters.
New Century Financial Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.5M in Q1 2024.
333 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.