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

Next 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
2021
Q4 		$11K Buy
109
+78
+252% +$7.8K ﹤0.01% 2146
2021
Q3 		$3K Buy
31
+5
+19% +$500 ﹤0.01% 2372
2021
Q2 		$3K Sell
26
-1
-4% -$100 ﹤0.01% 2316
2021
Q1 		$3K Sell
27
-14
-34% -$1.4K ﹤0.01% 2222
2020
Q4 		$4K Buy
+41
New +$4.11K ﹤0.01% 2034

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Next Financial Group's GBIL Position: Q4 2021 in Review

Next Financial Group increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 252% in Q4 2021, buying an estimated $7.8K and bringing the position to 109 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Next Financial Group first reported a position in GBIL in Q4 2020 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold GBIL as of Q4 2021.

  • Next Financial Group held 109 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $11K as of Q4 2021.
  • Next Financial Group bought 78 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2021, an estimated $7.8K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2146 holding.
  • Next Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2020 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.