Raleigh Capital Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Raleigh Capital Management’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 Q4	–	Sell	-2,010	Closed	-$201K	–	1131
2023 Q3	$201K	Sell	2,010 -51	-2%	-$5.09K	0.1%	169
2023 Q2	$206K	Sell	2,061 -80	-4%	-$7.99K	0.1%	176
2023 Q1	$214K	Buy	+2,141	New	+$214K	0.11%	167
2022 Q4	–	Sell	-7	Closed	-$1K	–	812
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	735
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	576
2022 Q1	$1K	Buy	+7	New	+$700	﹤0.01%	568

Other funds holding GBIL

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raleigh Capital Management's GBIL Position: Q4 2023 in Review

Raleigh Capital Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2023, closing a stake of 2,010 shares — an estimated $201K sold.

Raleigh Capital Management first reported a position in GBIL in Q1 2022 and held it in 6 quarters. The position peaked at $214K in Q1 2023. 309 funds tracked by Wall St. Rank hold GBIL as of Q4 2023.

Raleigh Capital Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2023 after selling out during the quarter.
Raleigh Capital Management sold 2,010 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2023, an estimated $201K.
Raleigh Capital Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2022 and held it in 6 quarters.
Raleigh Capital Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $214K in Q1 2023.
309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.