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

WR Wealth Planners’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 Q4	$25.7M	Sell	256,747 -28,559	-10%	-$2.86M	8.25%	2
2024 Q3	$28.6M	Buy	285,306 +31,453	+12%	+$3.15M	7.96%	2
2024 Q2	$25.4M	Buy	253,853 +25,035	+11%	+$2.5M	7.75%	2
2024 Q1	$23.1M	Buy	228,818 +62,481	+38%	+$6.25M	7.18%	3
2023 Q4	$16.6M	Buy	166,337 +33,514	+25%	+$3.35M	6.17%	3
2023 Q3	$13.3M	Buy	132,823 +33,893	+34%	+$3.39M	5.06%	3
2023 Q2	$9.9M	Buy	98,930 +44,324	+81%	+$4.43M	3.83%	5
2023 Q1	$5.47M	Buy	54,606 +8,325	+18%	+$831K	2.36%	10
2022 Q4	$4.61M	Buy	+46,281	New	+$4.62M	2.84%	10

Other funds holding GBIL

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AACR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WR Wealth Planners's GBIL Position: Q4 2024 in Review

WR Wealth Planners reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 10% in Q4 2024, selling an estimated $2.86M and leaving 256,747 shares worth $25.7M. The position accounts for 8.25% of the portfolio, ranked #2.

WR Wealth Planners first reported a position in GBIL in Q4 2022 and has held it in 9 quarters since. The position peaked at $28.6M in Q3 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

WR Wealth Planners held 256,747 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $25.7M as of Q4 2024.
WR Wealth Planners sold 28,559 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $2.86M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 8.25% of WR Wealth Planners's portfolio in Q4 2024, its #2 holding.
WR Wealth Planners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 9 quarters since.
WR Wealth Planners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $28.6M in Q3 2024.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.