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

Rockbridge Investment 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
Q1 		– Sell
-3
Closed -$300 – 311
2023
Q4 		$300 Buy
+3
New +$300 ﹤0.01% 634

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
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
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Rockbridge Investment Management's GBIL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2024, closing a stake of 3 shares — an estimated $300 sold.

Rockbridge Investment Management first reported a position in GBIL in Q4 2023 and held it in 1 quarter. The position peaked at $300 in Q4 2023. 306 funds tracked by Wall St. Rank hold GBIL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 3 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2024, an estimated $300.
  • Rockbridge Investment Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $300 in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.