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

WealthPLAN 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	–	Sell	-116,389	Closed	-$11.7M	–	308
2024 Q1	$11.7M	Buy	116,389 +2,749	+2%	+$275K	1.22%	17
2023 Q4	$11.3M	Buy	113,640 +46,387	+69%	+$4.64M	1.17%	16
2023 Q3	$6.73M	Buy	67,253 +36,514	+119%	+$3.65M	0.78%	38
2023 Q2	$3.08M	Buy	30,739 +29,994	+4,026%	+$3M	0.44%	65
2023 Q1	$74.6K	Sell	745 -5,255	-88%	-$525K	0.01%	483
2022 Q4	$599K	Buy	+6,000	New	+$598K	0.04%	234
2022 Q1	$4.07M	Sell	40,746 -138,797	-77%	-$13.9M	0.28%	81
2021 Q4	$18M	Sell	179,543 -4,532	-2%	-$453K	1.18%	17
2021 Q3	$18.4M	Buy	+184,075	New	+$18.4M	1.22%	16

Other funds holding GBIL

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's GBIL Position: Q2 2024 in Review

WealthPLAN Partners sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2024, closing a stake of 116,389 shares — an estimated $11.7M sold.

WealthPLAN Partners first reported a position in GBIL in Q3 2021 and held it in 9 quarters. The position peaked at $18.4M in Q3 2021. 298 funds tracked by Wall St. Rank hold GBIL as of Q2 2024.

WealthPLAN Partners reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2024 after selling out during the quarter.
WealthPLAN Partners sold 116,389 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2024, an estimated $11.7M.
WealthPLAN Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2021 and held it in 9 quarters.
WealthPLAN Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $18.4M in Q3 2021.
298 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.