Brookstone Capital Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Brookstone Capital Management’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	–	Sell	-13,780	Closed	-$1.38M	–	1011
2024 Q3	$1.38M	Sell	13,780 -202	-1%	-$20.2K	0.02%	439
2024 Q2	$1.4M	Sell	13,982 -4,553	-25%	-$455K	0.02%	431
2024 Q1	$1.87M	Sell	18,535 -457	-2%	-$45.7K	0.03%	360
2023 Q4	$1.89M	Buy	18,992 +275	+1%	+$27.5K	0.04%	335
2023 Q3	$1.87M	Buy	18,717 +13,634	+268%	+$1.36M	0.04%	319
2023 Q2	$507K	Sell	5,083 -362,671	-99%	-$36.2M	0.01%	575
2023 Q1	$36.8M	Sell	367,754 -4,993	-1%	-$499K	0.72%	28
2022 Q4	$37.2M	Buy	372,747 +263,100	+240%	+$26.2M	0.75%	29
2022 Q3	$10.9M	Buy	+109,647	New	+$10.9M	0.25%	99
2019 Q1	–	Sell	-2,522	Closed	-$252K	–	408
2018 Q4	$252K	Buy	+2,522	New	+$252K	0.02%	250
2018 Q3	–	Sell	-3,558	Closed	-$356K	–	418
2018 Q2	$356K	Buy	3,558 +461	+15%	+$46.1K	0.03%	274
2018 Q1	$310K	Buy	+3,097	New	+$310K	0.03%	264

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 $6.7B AUM 33.44% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Brookstone Capital Management's GBIL Position: Q4 2024 in Review

Brookstone Capital Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2024, closing a stake of 13,780 shares — an estimated $1.38M sold.

Brookstone Capital Management first reported a position in GBIL in Q1 2018 and held it in 12 quarters. The position peaked at $37.2M in Q4 2022. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

Brookstone Capital Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2024 after selling out during the quarter.
Brookstone Capital Management sold 13,780 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $1.38M.
Brookstone Capital Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2018 and held it in 12 quarters.
Brookstone Capital Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $37.2M in Q4 2022.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.