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Pure Financial Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Pure Financial Advisors’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
Q2 		– Sell
-2,244
Closed -$226K – 322
2024
Q1 		$226K Sell
2,244
-958
-30% -$95.8K 0.01% 284
2023
Q4 		$319K Buy
+3,202
New +$320K 0.01% 243

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pure Financial Advisors's GBIL Position: Q2 2024 in Review

Pure Financial Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2024, closing a stake of 2,244 shares — an estimated $226K sold.

Pure Financial Advisors first reported a position in GBIL in Q4 2023 and held it in 2 quarters. The position peaked at $319K in Q4 2023. 298 funds tracked by Wall St. Rank hold GBIL as of Q2 2024.

  • Pure Financial Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2024 after selling out during the quarter.
  • Pure Financial Advisors sold 2,244 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2024, an estimated $226K.
  • Pure Financial Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and held it in 2 quarters.
  • Pure Financial Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $319K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2024.

Based on Pure Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.