SWM
GBIL icon

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

Sugarloaf 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
2024
Q4 		$103K Hold
1,029
– – 0.02% 230
2024
Q3 		$103K Sell
1,029
-529
-34% -$52.9K 0.02% 235
2024
Q2 		$156K Buy
1,558
+1
+0.1% +$100 0.03% 188
2024
Q1 		$157K Sell
1,557
-495
-24% -$49.5K 0.03% 183
2023
Q4 		$205K Buy
2,052
+503
+32% +$50.3K 0.05% 133
2023
Q3 		$155K Sell
1,549
-496
-24% -$49.5K 0.04% 162
2023
Q2 		$205K Sell
2,045
-793
-28% -$79.2K 0.05% 136
2023
Q1 		$284K Buy
2,838
+9
+0.3% +$899 0.07% 103
2022
Q4 		$282K Sell
2,829
-243
-8% -$24.2K 0.07% 103
2022
Q3 		$307K Buy
3,072
+253
+9% +$25.2K 0.08% 97
2022
Q2 		$281K Buy
2,819
+2
+0.1% +$200 0.07% 100
2022
Q1 		$282K Sell
2,817
-1,460
-34% -$146K 0.07% 97
2021
Q4 		$428K Sell
4,277
-20
-0.5% -$2K 0.1% 78
2021
Q3 		$430K Buy
4,297
+799
+23% +$80K 0.11% 74
2021
Q2 		$350K Sell
3,498
-959
-22% -$96K 0.1% 88
2021
Q1 		$446 Hold
4,457
– – 0.13% 73
2020
Q4 		$446K Buy
4,457
+248
+6% +$24.8K 0.15% 72
2020
Q3 		$523K Sell
4,209
-152
-3% -$15.3K 0.19% 62
2020
Q2 		$438K Buy
4,361
+9
+0.2% +$905 0.17% 70
2020
Q1 		$439K Buy
4,352
+17
+0.4% +$1.71K 0.2% 67
2019
Q4 		$434K Buy
+4,335
New +$435K 0.18% 83

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sugarloaf Wealth Management's GBIL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q4 2024 at 1,029 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #230.

Sugarloaf Wealth Management first reported a position in GBIL in Q4 2019 and has held it in 21 quarters since. The position peaked at $523K in Q3 2020. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

  • Sugarloaf Wealth Management held 1,029 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $103K as of Q4 2024.
  • Sugarloaf Wealth Management left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q4 2024.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #230 holding.
  • Sugarloaf Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $523K in Q3 2020.
  • 334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.