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TFO Wealth Partners’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

TFO Wealth Partners’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
-883
Closed -$88.4K – 986
2023
Q3 		$88.4K Buy
+883
New +$88.2K 0.02% 63

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

TFO Wealth Partners's GBIL Position: Q4 2023 in Review

TFO Wealth Partners sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2023, closing a stake of 883 shares — an estimated $88.4K sold.

TFO Wealth Partners first reported a position in GBIL in Q3 2023 and held it in 1 quarter. The position peaked at $88.4K in Q3 2023. 309 funds tracked by Wall St. Rank hold GBIL as of Q4 2023.

  • TFO Wealth Partners reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 883 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2023, an estimated $88.4K.
  • TFO Wealth Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $88.4K in Q3 2023.
  • 309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.