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

SageView 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
2023
Q4 		– Sell
-6,598
Closed -$661K – 683
2023
Q3 		$661K Sell
6,598
-4,269
-39% -$426K 0.04% 286
2023
Q2 		$1.09M Buy
+10,867
New +$1.09M 0.06% 210

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's GBIL Position: Q4 2023 in Review

SageView Advisory Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2023, closing a stake of 6,598 shares — an estimated $661K sold.

SageView Advisory Group first reported a position in GBIL in Q2 2023 and held it in 2 quarters. The position peaked at $1.09M in Q2 2023. 309 funds tracked by Wall St. Rank hold GBIL as of Q4 2023.

  • SageView Advisory Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2023 after selling out during the quarter.
  • SageView Advisory Group sold 6,598 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2023, an estimated $661K.
  • SageView Advisory Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2023 and held it in 2 quarters.
  • SageView Advisory Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.09M in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.