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Gilliland Jeter Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Gilliland Jeter Wealth 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
Q3 		– Sell
-8
Closed -$801 – 678
2024
Q2 		$801 Buy
+8
New +$799 ﹤0.01% 640

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gilliland Jeter Wealth Management's GBIL Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2024, closing a stake of 8 shares — an estimated $801 sold.

Gilliland Jeter Wealth Management first reported a position in GBIL in Q2 2024 and held it in 1 quarter. The position peaked at $801 in Q2 2024. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 8 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2024, an estimated $801.
  • Gilliland Jeter Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $801 in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.