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

Private Portfolio Partners’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
2024 Q4	$812K	Sell	8,125 -1,351	-14%	-$135K	0.15%	117
2024 Q3	$950K	Buy	+9,476	New	+$948K	0.18%	98
2024 Q2	–	Sell	-8,084	Closed	-$816K	–	139
2024 Q1	$816K	Buy	8,084 +1,247	+18%	+$125K	0.17%	105
2023 Q4	$682K	Buy	6,837 +2,850	+71%	+$285K	0.16%	109
2023 Q3	$399K	Buy	+3,987	New	+$398K	0.1%	158

Other funds holding GBIL

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

AACR

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

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Portfolio Partners's GBIL Position: Q4 2024 in Review

Private Portfolio Partners reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 14% in Q4 2024, selling an estimated $135K and leaving 8,125 shares worth $812K. The position accounts for 0.15% of the portfolio, ranked #117.

Private Portfolio Partners first reported a position in GBIL in Q3 2023 and has held it in 5 quarters since. The position peaked at $950K in Q3 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

Private Portfolio Partners held 8,125 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $812K as of Q4 2024.
Private Portfolio Partners sold 1,351 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $135K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.15% of Private Portfolio Partners's portfolio in Q4 2024, its #117 holding.
Private Portfolio Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2023 and has held it in 5 quarters since.
Private Portfolio Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $950K in Q3 2024.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.