WQ
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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 $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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