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

Walden 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
2024
Q2 		$2.9M Sell
29,020
-1,067
-4% -$107K 1.62% 14
2024
Q1 		$3M Buy
30,087
+2,019
+7% +$202K 1.74% 13
2023
Q4 		$2.8M Buy
+28,068
New +$2.81M 1.76% 14

Other funds holding GBIL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Walden Wealth Partners's GBIL Position: Q2 2024 in Review

Walden Wealth Partners reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 3.5% in Q2 2024, selling an estimated $107K and leaving 29,020 shares worth $2.9M. The position accounts for 1.62% of the portfolio, ranked #14.

Walden Wealth Partners first reported a position in GBIL in Q4 2023 and has held it in 3 quarters since. The position peaked at $3M in Q1 2024. 298 funds tracked by Wall St. Rank hold GBIL as of Q2 2024.

  • Walden Wealth Partners held 29,020 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.9M as of Q2 2024.
  • Walden Wealth Partners sold 1,067 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2024, an estimated $107K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 1.62% of Walden Wealth Partners's portfolio in Q2 2024, its #14 holding.
  • Walden Wealth Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3M in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.