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

Mascoma 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
2019
Q3 		$1.94M Buy
19,300
+9,300
+93% +$933K 1.22% 20
2019
Q2 		$1M Buy
+10,000
New +$1M 0.63% 26

Other funds holding GBIL

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
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Mascoma Wealth Management's GBIL Position: Q3 2019 in Review

Mascoma Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 93% in Q3 2019, buying an estimated $933K and bringing the position to 19,300 shares worth $1.94M. The position accounts for 1.22% of the portfolio, ranked #20.

Mascoma Wealth Management first reported a position in GBIL in Q2 2019 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold GBIL as of Q3 2019.

  • Mascoma Wealth Management held 19,300 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.94M as of Q3 2019.
  • Mascoma Wealth Management bought 9,300 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2019, an estimated $933K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 1.22% of Mascoma Wealth Management's portfolio in Q3 2019, its #20 holding.
  • Mascoma Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2019 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.