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Win Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Win Advisors’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
Q4 		– Sell
-119,756
Closed -$12M – 63
2023
Q3 		$12M Buy
+119,756
New +$12M 5.87% 5
2023
Q2 		– Sell
-37,372
Closed -$3.75M – 37
2023
Q1 		$3.75M Sell
37,372
-555,104
-94% -$55.4M 1.49% 4
2022
Q4 		$59.1M Buy
+592,476
New +$59.1M 22.11% 2

Other funds holding GBIL

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Win Advisors's GBIL Position: Q4 2023 in Review

Win Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2023, closing a stake of 119,756 shares — an estimated $12M sold.

Win Advisors first reported a position in GBIL in Q4 2022 and held it in 3 quarters. The position peaked at $59.1M in Q4 2022. 309 funds tracked by Wall St. Rank hold GBIL as of Q4 2023.

  • Win Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2023 after selling out during the quarter.
  • Win Advisors sold 119,756 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2023, an estimated $12M.
  • Win Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and held it in 3 quarters.
  • Win Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $59.1M in Q4 2022.
  • 309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2023.

Based on Win Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.