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

Treybourne Wealth Planners’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
Q2 		$649K Sell
6,481
-2,603
-29% -$261K 0.4% 21
2021
Q1 		$910K Sell
9,084
-22,713
-71% -$2.27M 0.63% 17
2020
Q4 		$3.18M Buy
+31,797
New +$3.18M 2.29% 12

Other funds holding GBIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Treybourne Wealth Planners's GBIL Position: Q2 2021 in Review

Treybourne Wealth Planners reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 29% in Q2 2021, selling an estimated $261K and leaving 6,481 shares worth $649K. The position accounts for 0.4% of the portfolio, ranked #21.

Treybourne Wealth Planners first reported a position in GBIL in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.18M in Q4 2020. 160 funds tracked by Wall St. Rank hold GBIL as of Q2 2021.

  • Treybourne Wealth Planners held 6,481 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $649K as of Q2 2021.
  • Treybourne Wealth Planners sold 2,603 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2021, an estimated $261K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.4% of Treybourne Wealth Planners's portfolio in Q2 2021, its #21 holding.
  • Treybourne Wealth Planners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2020 and has held it in 3 quarters since.
  • Treybourne Wealth Planners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.18M in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.