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Stratos Investment Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Stratos Investment Management’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
-1,999
Closed -$200K – 170
2021
Q4 		$200K Sell
1,999
-269
-12% -$26.9K 0.03% 179
2021
Q3 		$227K Buy
2,268
+22
+1% +$2.2K 0.04% 223
2021
Q2 		$225K Sell
2,246
-452
-17% -$45.3K 0.06% 119
2021
Q1 		$270K Sell
2,698
-345
-11% -$34.5K 0.09% 110
2020
Q4 		$305K Sell
3,043
-366
-11% -$36.6K 0.1% 104
2020
Q3 		$342K Sell
3,409
-3,535
-51% -$355K 0.12% 94
2020
Q2 		$698K Buy
6,944
+1,332
+24% +$134K 0.3% 72
2020
Q1 		$565K Sell
5,612
-1,096
-16% -$110K 0.3% 67
2019
Q4 		$672K Sell
6,708
-1,473
-18% -$148K 0.31% 61
2019
Q3 		$821K Buy
8,181
+235
+3% +$23.6K 0.47% 49
2019
Q2 		$797K Buy
7,946
+350
+5% +$35.1K 0.5% 47
2019
Q1 		$762K Buy
+7,596
New +$761K 0.6% 45

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Stratos Investment Management's GBIL Position: Q1 2022 in Review

Stratos Investment Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2022, closing a stake of 1,999 shares — an estimated $200K sold.

Stratos Investment Management first reported a position in GBIL in Q1 2019 and held it in 12 quarters. The position peaked at $821K in Q3 2019. 165 funds tracked by Wall St. Rank hold GBIL as of Q1 2022.

  • Stratos Investment Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2022 after selling out during the quarter.
  • Stratos Investment Management sold 1,999 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2022, an estimated $200K.
  • Stratos Investment Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2019 and held it in 12 quarters.
  • Stratos Investment Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $821K in Q3 2019.
  • 165 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2022.

Based on Stratos Investment Management's 13F filing for Q1 2022, filed 26 Apr 2022.