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

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-50
Closed -$5K – 309
2020
Q4 		$5K Buy
+50
New +$5.01K ﹤0.01% 529

Other funds holding GBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Safeguard Investment Advisory Group's GBIL Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2021, closing a stake of 50 shares — an estimated $5K sold.

Safeguard Investment Advisory Group first reported a position in GBIL in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 165 funds tracked by Wall St. Rank hold GBIL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 50 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2021, an estimated $5K.
  • Safeguard Investment Advisory Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $5K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.