Tarbox Family Office’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Tarbox Family Office’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 Q3	–	Sell	-2,839	Closed	-$284K	–	1166
2021 Q2	$284K	Sell	2,839 -2,000	-41%	-$200K	0.05%	122
2021 Q1	$485K	Hold	4,839	–	–	0.1%	72
2020 Q4	$485K	Hold	4,839	–	–	0.1%	67
2020 Q3	$486K	Hold	4,839	–	–	0.12%	60
2020 Q2	$486K	Buy	+4,839	New	+$487K	0.13%	59

Other funds holding GBIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Tarbox Family Office's GBIL Position: Q3 2021 in Review

Tarbox Family Office sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2021, closing a stake of 2,839 shares — an estimated $284K sold.

Tarbox Family Office first reported a position in GBIL in Q2 2020 and held it in 5 quarters. The position peaked at $486K in Q3 2020. 150 funds tracked by Wall St. Rank hold GBIL as of Q3 2021.

Tarbox Family Office reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2021 after selling out during the quarter.
Tarbox Family Office sold 2,839 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2021, an estimated $284K.
Tarbox Family Office first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2020 and held it in 5 quarters.
Tarbox Family Office's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $486K in Q3 2020.
150 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2021.

Based on Tarbox Family Office's 13F filing for Q3 2021, filed 12 Oct 2021.