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

TFC Financial 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 Q3	–	Sell	-25,390	Closed	-$2.54M	–	550
2022 Q2	$2.54M	Hold	25,390	–	–	0.76%	18
2022 Q1	$2.54M	Hold	25,390	–	–	0.72%	17
2021 Q4	$2.54M	Hold	25,390	–	–	0.77%	14
2021 Q3	$2.54M	Hold	25,390	–	–	0.84%	14
2021 Q2	$2.54M	Hold	25,390	–	–	0.87%	12
2021 Q1	$2.54M	Hold	25,390	–	–	1%	11
2020 Q4	$2.54M	Hold	25,390	–	–	1.07%	11
2020 Q3	$2.55M	Buy	+25,390	New	+$2.55M	1.26%	10

Other funds holding GBIL

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

Bank of America

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

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

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return