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

Wealth Quarterback’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 		$13K Buy
125
+1
+0.8% +$100 0.01% 421
2021
Q2 		$13K Buy
+124
New +$12.4K 0.01% 413
2020
Q2 		– Sell
-437
Closed -$44K – 349
2020
Q1 		$44K Buy
437
+314
+255% +$31.5K 0.04% 245
2019
Q4 		$12.3K Buy
+123
New +$12.3K 0.01% 477

Other funds holding GBIL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Wealth Quarterback's GBIL Position: Q3 2021 in Review

Wealth Quarterback increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.81% in Q3 2021, buying an estimated $100 and bringing the position to 125 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #421.

Wealth Quarterback first reported a position in GBIL in Q4 2019 and has held it in 4 quarters since. The position peaked at $44K in Q1 2020. 150 funds tracked by Wall St. Rank hold GBIL as of Q3 2021.

  • Wealth Quarterback held 125 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $13K as of Q3 2021.
  • Wealth Quarterback bought 1 Goldman Sachs Access Treasury 0-1 Year ETF share in Q3 2021, an estimated $100.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #421 holding.
  • Wealth Quarterback first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $44K in Q1 2020.
  • 150 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.