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WealthPlan Investment Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-6,000
Closed -$599K – 482
2022
Q4 		$599K Hold
6,000
– – 0.04% 234
2022
Q3 		$598K Buy
+6,000
New +$599K 0.04% 218
2022
Q1 		$4.07M Buy
+40,746
New +$4.07M 0.28% 81

Other funds holding GBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPlan Investment Management's GBIL Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2023, closing a stake of 6,000 shares — an estimated $599K sold.

WealthPlan Investment Management first reported a position in GBIL in Q1 2022 and held it in 3 quarters. The position peaked at $4.07M in Q1 2022. 288 funds tracked by Wall St. Rank hold GBIL as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,000 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2023, an estimated $599K.
  • WealthPlan Investment Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $4.07M in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.