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

Royal Harbor 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 Q4	–	Sell	-4,953	Closed	-$495K	–	73
2022 Q3	$495K	Sell	4,953 -33	-0.7%	-$3.29K	0.34%	55
2022 Q2	$498K	Sell	4,986 -4,998	-50%	-$499K	0.34%	50
2022 Q1	$998K	Buy	9,984 +1	+0%	+$100	0.64%	49
2021 Q4	$999K	Buy	9,983 +2	+0%	+$200	0.63%	47
2021 Q3	$999K	Sell	9,981 -1,074	-10%	-$108K	0.71%	51
2021 Q2	$1.11M	Sell	11,055 -7,315	-40%	-$732K	0.74%	48
2021 Q1	$1.84M	Sell	18,370 -1,617	-8%	-$162K	1.4%	17
2020 Q4	$2M	Sell	19,987 -60	-0.3%	-$6.01K	1.67%	13
2020 Q3	$2.01M	Buy	+20,047	New	+$2.01M	1.89%	10
2020 Q2	–	Sell	-10,670	Closed	-$1.07M	–	83
2020 Q1	$1.07M	Sell	10,670 -20,281	-66%	-$2.04M	1.24%	24
2019 Q4	$3.1M	Buy	+30,951	New	+$3.11M	2.98%	12

Other funds holding GBIL

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

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

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

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

BSAM

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

MMA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

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

Royal Harbor Partners's GBIL Position: Q4 2022 in Review

Royal Harbor Partners sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2022, closing a stake of 4,953 shares — an estimated $495K sold.

Royal Harbor Partners first reported a position in GBIL in Q4 2019 and held it in 11 quarters. The position peaked at $3.1M in Q4 2019. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

Royal Harbor Partners reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2022 after selling out during the quarter.
Royal Harbor Partners sold 4,953 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $495K.
Royal Harbor Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2019 and held it in 11 quarters.
Royal Harbor Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.1M in Q4 2019.
237 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2022.

Based on Royal Harbor Partners's 13F filing for Q4 2022, filed 24 Jan 2023.