RG
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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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return