NWWA
GBIL icon

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

New Wave Wealth Advisors’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
Q1 		– Sell
-3
Closed -$300 – 334
2024
Q4 		$300 Buy
+3
New +$300 ﹤0.01% 684

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New Wave Wealth Advisors's GBIL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2025, closing a stake of 3 shares — an estimated $300 sold.

New Wave Wealth Advisors first reported a position in GBIL in Q4 2024 and held it in 1 quarter. The position peaked at $300 in Q4 2024. 342 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 3 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $300.
  • New Wave Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $300 in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.