ZF
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Zhang Financial’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Zhang Financial’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
2019
Q1 		– Sell
-2,058
Closed -$206K – 87
2018
Q4 		$206K Buy
+2,058
New +$206K 0.1% 77

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zhang Financial's GBIL Position: Q1 2019 in Review

Zhang Financial sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2019, closing a stake of 2,058 shares — an estimated $206K sold.

Zhang Financial first reported a position in GBIL in Q4 2018 and held it in 1 quarter. The position peaked at $206K in Q4 2018. 119 funds tracked by Wall St. Rank hold GBIL as of Q1 2019.

  • Zhang Financial reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2019 after selling out during the quarter.
  • Zhang Financial sold 2,058 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2019, an estimated $206K.
  • Zhang Financial first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and held it in 1 quarter.
  • Zhang Financial's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $206K in Q4 2018.
  • 119 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2019.

Based on Zhang Financial's 13F filing for Q1 2019, filed 14 May 2019.