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Richard W. Paul & Associates’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-17,870
Closed -$1.79M – 529
2023
Q2 		$1.79M Buy
17,870
+1,456
+9% +$145K 0.78% 29
2023
Q1 		$1.64M Buy
+16,414
New +$1.64M 0.76% 32

Other funds holding GBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richard W. Paul & Associates's GBIL Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2023, closing a stake of 17,870 shares — an estimated $1.79M sold.

Richard W. Paul & Associates first reported a position in GBIL in Q1 2023 and held it in 2 quarters. The position peaked at $1.79M in Q2 2023. 309 funds tracked by Wall St. Rank hold GBIL as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 17,870 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2023, an estimated $1.79M.
  • Richard W. Paul & Associates first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 2 quarters.
  • Richard W. Paul & Associates's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.79M in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.