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

Planning Capital Management Corporation’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 		$569K Sell
5,676
-2,712
-32% -$271K 0.38% 49
2024
Q2 		$839K Sell
8,388
-152
-2% -$15.2K 0.59% 36
2024
Q1 		$862K Buy
8,540
+3,444
+68% +$344K 0.63% 35
2023
Q4 		$508K Buy
+5,096
New +$509K 0.4% 40

Other funds holding GBIL

AACR
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planning Capital Management Corporation's GBIL Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 32% in Q3 2024, selling an estimated $271K and leaving 5,676 shares worth $569K. The position accounts for 0.38% of the portfolio, ranked #49.

Planning Capital Management Corporation first reported a position in GBIL in Q4 2023 and has held it in 4 quarters since. The position peaked at $862K in Q1 2024. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

  • Planning Capital Management Corporation held 5,676 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $569K as of Q3 2024.
  • Planning Capital Management Corporation sold 2,712 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2024, an estimated $271K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.38% of Planning Capital Management Corporation's portfolio in Q3 2024, its #49 holding.
  • Planning Capital Management Corporation first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $862K in Q1 2024.
  • 308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.