Ownership history in Keebeck Wealth Management Β· 16 quarters on record
This page tracks every 13F SEC filing in which Keebeck Wealth Management reported a position in Goldman Sachs ETF TR Treasuryaccess 0-1 YR ETF Pricing Basket (GBIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Keebeck Wealth Management underperformed the S&P 500 by β16.2% annually on this GBIL position. Timing score: 47% (7/15 decisions correct). Average cost basis: $93.98. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 16.2% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 15 add/trim decisions correct
Best entry: $85.48 (2022 Q1) Β· Worst: $99.39 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 7 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size