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Plante Moran Financial Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Plante Moran Financial 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
2022
Q4 		– Sell
-702
Closed -$70K – 907
2022
Q3 		$70K Buy
+702
New +$70.1K 0.01% 259
2022
Q1 		– Sell
-500
Closed -$50K – 874
2021
Q4 		$50K Buy
+500
New +$50K 0.01% 363

Other funds holding GBIL

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Plante Moran Financial Advisors's GBIL Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2022, closing a stake of 702 shares — an estimated $70K sold.

Plante Moran Financial Advisors first reported a position in GBIL in Q4 2021 and held it in 2 quarters. The position peaked at $70K in Q3 2022. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 702 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $70K.
  • Plante Moran Financial Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $70K in Q3 2022.
  • 237 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.