NFSG
GBIL icon

Newbridge Financial Services Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Newbridge Financial Services 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
Q3 		– Sell
-505
Closed -$50.5K – 811
2024
Q2 		$50.5K Buy
505
+150
+42% +$15K 0.02% 368
2024
Q1 		$35.8K Hold
355
– – 0.02% 467
2023
Q4 		$35.4K Sell
355
-708
-67% -$70.8K 0.02% 469
2023
Q3 		$106K Hold
1,063
– – 0.05% 280
2023
Q2 		$106K Sell
1,063
-253
-19% -$25.3K 0.05% 305
2023
Q1 		$132K Buy
1,316
+254
+24% +$25.4K 0.07% 270
2022
Q4 		$106K Buy
+1,062
New +$106K 0.06% 292

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

Newbridge Financial Services Group's GBIL Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2024, closing a stake of 505 shares — an estimated $50.5K sold.

Newbridge Financial Services Group first reported a position in GBIL in Q4 2022 and held it in 7 quarters. The position peaked at $132K in Q1 2023. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 505 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2024, an estimated $50.5K.
  • Newbridge Financial Services Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and held it in 7 quarters.
  • Newbridge Financial Services Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $132K in Q1 2023.
  • 308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.