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Summit Global Investments’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Summit Global Investments’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 		– Sell
-2,175
Closed -$218K – 571
2024
Q3 		$218K Sell
2,175
-1,814
-45% -$181K 0.01% 480
2024
Q2 		$399K Buy
+3,989
New +$399K 0.03% 383

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

Summit Global Investments's GBIL Position: Q4 2024 in Review

Summit Global Investments sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2024, closing a stake of 2,175 shares — an estimated $218K sold.

Summit Global Investments first reported a position in GBIL in Q2 2024 and held it in 2 quarters. The position peaked at $399K in Q2 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q4 2024.

  • Summit Global Investments reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 2,175 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2024, an estimated $218K.
  • Summit Global Investments first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2024 and held it in 2 quarters.
  • Summit Global Investments's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $399K in Q2 2024.
  • 334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.