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Cornerstone Planning Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Cornerstone Planning Group’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
-14
Closed -$1.45K – 1438
2024
Q3 		$1.45K Sell
14
-1
-7% -$100 ﹤0.01% 853
2024
Q2 		$1.42K Hold
15
– – ﹤0.01% 864
2024
Q1 		$1.4K Buy
15
+1
+7% +$100 ﹤0.01% 720
2023
Q4 		$1.4K Hold
14
– – ﹤0.01% 682
2023
Q3 		$1.4K Buy
+14
New +$1.4K ﹤0.01% 730

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Planning Group's GBIL Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2024, closing a stake of 14 shares — an estimated $1.45K sold.

Cornerstone Planning Group first reported a position in GBIL in Q3 2023 and held it in 5 quarters. The position peaked at $1.45K in Q3 2024. 333 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

  • Cornerstone Planning Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 14 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $1.45K.
  • Cornerstone Planning Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2023 and held it in 5 quarters.
  • Cornerstone Planning Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.45K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.