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

Pinnacle Private 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
Q2 		$1.96M Buy
19,633
+4,523
+30% +$452K 0.77% 26
2022
Q1 		$1.51M Buy
15,110
+616
+4% +$61.6K 0.47% 47
2021
Q4 		$1.45M Buy
+14,494
New +$1.45M 0.45% 55

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
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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SSIM
Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return

Pinnacle Private Wealth's GBIL Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 30% in Q2 2022, buying an estimated $452K and bringing the position to 19,633 shares worth $1.96M. The position accounts for 0.77% of the portfolio, ranked #26.

Pinnacle Private Wealth first reported a position in GBIL in Q4 2021 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold GBIL as of Q2 2022.

  • Pinnacle Private Wealth held 19,633 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.96M as of Q2 2022.
  • Pinnacle Private Wealth bought 4,523 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2022, an estimated $452K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.77% of Pinnacle Private Wealth's portfolio in Q2 2022, its #26 holding.
  • Pinnacle Private Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.