Retirement Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Retirement Group’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	–	Sell	-174	Closed	-$17K	–	601
2022 Q2	$17K	Hold	174	–	–	0.01%	350
2022 Q1	$17K	Hold	174	–	–	0.01%	365
2021 Q4	$17K	Hold	174	–	–	0.01%	357
2021 Q3	$17K	Hold	174	–	–	0.01%	331
2021 Q2	$17K	Hold	174	–	–	0.01%	346
2021 Q1	$17K	Hold	174	–	–	0.01%	400
2020 Q4	$17K	Hold	174	–	–	0.01%	372
2020 Q3	$17K	Hold	174	–	–	0.01%	342
2020 Q2	$17K	Buy	+174	New	+$17.5K	0.01%	328
2019 Q4	$17K	Buy	+174	New	+$17.5K	0.01%	343

Other funds holding GBIL

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

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

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

BSAM

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

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

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

MMA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFA

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

Retirement Group's GBIL Position: Q3 2022 in Review

Retirement Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2022, closing a stake of 174 shares — an estimated $17K sold.

Retirement Group first reported a position in GBIL in Q4 2019 and held it in 10 quarters. The position peaked at $17K in Q2 2022. 195 funds tracked by Wall St. Rank hold GBIL as of Q3 2022.

Retirement Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 174 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2022, an estimated $17K.
Retirement Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2019 and held it in 10 quarters.
Retirement Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $17K in Q2 2022.
195 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.