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

RegentAtlantic Capital’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 Q3	$36.6M	Buy	+366,271	New	+$36.6M	1.09%	15

Other funds holding GBIL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

RegentAtlantic Capital's GBIL Position: Q3 2022 in Review

RegentAtlantic Capital opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2022: 366,271 shares worth $36.6M. The stake represents 1.09% of the portfolio and ranks #15 among its holdings.

196 funds tracked by Wall St. Rank hold GBIL as of Q3 2022.

RegentAtlantic Capital held 366,271 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $36.6M as of Q3 2022.
Goldman Sachs Access Treasury 0-1 Year ETF was a new RegentAtlantic Capital position in Q3 2022.
Goldman Sachs Access Treasury 0-1 Year ETF made up 1.09% of RegentAtlantic Capital's portfolio in Q3 2022, its #15 holding.
196 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.