Ridgecrest Wealth Partners’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Ridgecrest Wealth Partners’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 Q1	–	Sell	-5,798	Closed	-$580K	–	114
2021 Q4	$580K	Sell	5,798 -11,227	-66%	-$1.12M	0.28%	68
2021 Q3	$1.7M	Sell	17,025 -11,340	-40%	-$1.14M	0.93%	28
2021 Q2	$2.84M	Sell	28,365 -23	-0.1%	-$2.3K	1.77%	17
2021 Q1	$2.84M	Buy	+28,388	New	+$2.84M	2.71%	8

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

PFA

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

Ridgecrest Wealth Partners's GBIL Position: Q1 2022 in Review

Ridgecrest Wealth Partners sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2022, closing a stake of 5,798 shares — an estimated $580K sold.

Ridgecrest Wealth Partners first reported a position in GBIL in Q1 2021 and held it in 4 quarters. The position peaked at $2.84M in Q1 2021. 165 funds tracked by Wall St. Rank hold GBIL as of Q1 2022.

Ridgecrest Wealth Partners reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2022 after selling out during the quarter.
Ridgecrest Wealth Partners sold 5,798 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2022, an estimated $580K.
Ridgecrest Wealth Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2021 and held it in 4 quarters.
Ridgecrest Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.84M in Q1 2021.
165 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.