Snider Financial Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Snider Financial 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 Q1	–	Sell	-7,421	Closed	-$740K	–	52
2022 Q4	$740K	Sell	7,421 -51,842	-87%	-$5.17M	0.41%	40
2022 Q3	$5.91M	Hold	59,263	–	–	3.21%	8
2022 Q2	$5.92M	Sell	59,263 -20,040	-25%	-$2M	3.22%	9
2022 Q1	$7.93M	Buy	79,303 +660	+0.8%	+$66K	3.61%	10
2021 Q4	$7.87M	Hold	78,643	–	–	3.34%	11
2021 Q3	$7.87M	Buy	78,643 +170	+0.2%	+$17K	3.43%	11
2021 Q2	$7.86M	Buy	+78,473	New	+$7.86M	3.7%	12

Other funds holding GBIL

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

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

ETC

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Snider Financial Group's GBIL Position: Q1 2023 in Review

Snider Financial Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2023, closing a stake of 7,421 shares — an estimated $740K sold.

Snider Financial Group first reported a position in GBIL in Q2 2021 and held it in 7 quarters. The position peaked at $7.93M in Q1 2022. 288 funds tracked by Wall St. Rank hold GBIL as of Q1 2023.

Snider Financial Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2023 after selling out during the quarter.
Snider Financial Group sold 7,421 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2023, an estimated $740K.
Snider Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2021 and held it in 7 quarters.
Snider Financial Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $7.93M in Q1 2022.
288 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2023.

Based on Snider Financial Group's 13F filing for Q1 2023, filed 10 Apr 2023.