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

YHB Investment 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
2022 Q4	–	Sell	-2,500	Closed	-$250K	–	285
2022 Q3	$250K	Hold	2,500	–	–	0.03%	239
2022 Q2	$250K	Hold	2,500	–	–	0.03%	244
2022 Q1	$250K	Hold	2,500	–	–	0.02%	260
2021 Q4	$250K	Hold	2,500	–	–	0.02%	289
2021 Q3	$250K	Hold	2,500	–	–	0.02%	271
2021 Q2	$250K	Sell	2,500 -1,000	-29%	-$100K	0.02%	270
2021 Q1	$350K	Hold	3,500	–	–	0.03%	224
2020 Q4	$350K	Hold	3,500	–	–	0.03%	218
2020 Q3	$352K	Buy	+3,500	New	+$352K	0.04%	207

Other funds holding GBIL

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BSAM

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

MMA

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

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

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

YHB Investment Advisors's GBIL Position: Q4 2022 in Review

YHB Investment Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2022, closing a stake of 2,500 shares — an estimated $250K sold.

YHB Investment Advisors first reported a position in GBIL in Q3 2020 and held it in 9 quarters. The position peaked at $352K in Q3 2020. 237 funds tracked by Wall St. Rank hold GBIL as of Q4 2022.

YHB Investment Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2022 after selling out during the quarter.
YHB Investment Advisors sold 2,500 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2022, an estimated $250K.
YHB Investment Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2020 and held it in 9 quarters.
YHB Investment Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $352K in Q3 2020.
237 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2022.

Based on YHB Investment Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.