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

Pacific Capital 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
2023 Q1	–	Sell	-2,308	Closed	-$230K	–	89
2022 Q4	$230K	Sell	2,308 -2,308	-50%	-$230K	0.06%	80
2022 Q3	$461K	Sell	4,616 -2,309	-33%	-$230K	0.13%	59
2022 Q2	$691K	Hold	6,925	–	–	0.19%	57
2022 Q1	$692K	Hold	6,925	–	–	0.2%	59
2021 Q4	$693K	Hold	6,925	–	–	0.2%	60
2021 Q3	$693K	Hold	6,925	–	–	0.22%	58
2021 Q2	$693K	Hold	6,925	–	–	0.35%	52
2021 Q1	$693K	Sell	6,925 -10,000	-59%	-$1M	0.39%	45
2020 Q4	$1.7M	Buy	16,925 +10,000	+144%	+$1M	0.96%	30
2020 Q3	$695K	Buy	+6,925	New	+$696K	0.41%	42

Other funds holding GBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pacific Capital Wealth Advisors's GBIL Position: Q1 2023 in Review

Pacific Capital Wealth Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2023, closing a stake of 2,308 shares — an estimated $230K sold.

Pacific Capital Wealth Advisors first reported a position in GBIL in Q3 2020 and held it in 10 quarters. The position peaked at $1.7M in Q4 2020. 288 funds tracked by Wall St. Rank hold GBIL as of Q1 2023.

Pacific Capital Wealth Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2023 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 2,308 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2023, an estimated $230K.
Pacific Capital Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2020 and held it in 10 quarters.
Pacific Capital Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.7M in Q4 2020.
288 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.