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RIA
Regal Investment Advisors’s
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
Stock Holding History
Regal Investment Advisors’s Portfolio
GBIL Stock Details
GBIL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-2,897
Closed
-$289K
–
472
2024
Q4
$289K
Sell
2,897
-1,239
-30%
-$124K
0.02%
411
2024
Q3
$415K
Buy
4,136
+1
+0%
+$100
0.03%
385
2024
Q2
$414K
Buy
4,135
+2
+0%
+$200
0.03%
390
2024
Q1
$417K
Sell
4,133
-902
-18%
-$90.2K
0.03%
391
2023
Q4
$502K
Sell
5,035
-37
-0.7%
-$3.7K
0.04%
322
2023
Q3
$508K
Sell
5,072
-525
-9%
-$52.4K
0.04%
290
2023
Q2
$560K
Buy
5,597
+153
+3%
+$15.3K
0.05%
276
2023
Q1
$545K
Buy
5,444
+163
+3%
+$16.3K
0.05%
276
2022
Q4
$527K
Sell
5,281
-525
-9%
-$52.4K
0.05%
268
2022
Q3
$580K
Sell
5,806
-202
-3%
-$20.2K
0.06%
239
2022
Q2
$600K
Buy
6,008
+518
+9%
+$51.8K
0.06%
252
2022
Q1
$549K
Sell
5,490
-808
-13%
-$80.8K
0.05%
297
2021
Q4
$630K
Buy
6,298
+143
+2%
+$14.3K
0.06%
302
2021
Q3
$616K
Sell
6,155
-320
-5%
-$32K
0.06%
305
2021
Q2
$648K
Buy
+6,475
New
+$648K
0.07%
295
2021
Q1
–
Sell
-6,330
Closed
-$634K
–
184
2020
Q4
$634K
Buy
+6,330
New
+$634K
0.07%
247
2020
Q3
–
Sell
-8,120
Closed
-$816K
–
93
2020
Q2
$816K
Buy
+8,120
New
+$817K
0.15%
141
Other funds holding GBIL
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AACR
ACR Alpine Capital Research
St. Louis, Missouri
$6.7B AUM
33.44%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MMA
Miracle Mile Advisors
Los Angeles, California
$7.28B AUM
16.22%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
PFA
Pathway Financial Advisors
South Burlington, Vermont
$857M AUM
17.21%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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