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

TruNorth Capital 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
Q3 		– Sell
-80
Closed -$8.01K – 410
2024
Q2 		$8.01K Buy
+80
New +$7.99K ﹤0.01% 267

Other funds holding GBIL

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Betterment LLC New York $59.1B AUM 18.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TruNorth Capital Management's GBIL Position: Q3 2024 in Review

TruNorth Capital Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2024, closing a stake of 80 shares — an estimated $8.01K sold.

TruNorth Capital Management first reported a position in GBIL in Q2 2024 and held it in 1 quarter. The position peaked at $8.01K in Q2 2024. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

  • TruNorth Capital Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 80 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2024, an estimated $8.01K.
  • TruNorth Capital Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $8.01K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on TruNorth Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.