VF
GBIL icon

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

VitalStone Financial’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 		$602 Hold
6
– – ﹤0.01% 439
2024
Q2 		$600 Buy
+6
New +$599 ﹤0.01% 433
2023
Q4 		– Sell
-2,143
Closed -$214K – 515
2023
Q3 		$214K Buy
+2,143
New +$214K 0.18% 79
2023
Q1 		– Sell
-50
Closed -$5K – 420
2022
Q4 		$5K Buy
+50
New +$4.99K ﹤0.01% 395

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VitalStone Financial's GBIL Position: Q3 2024 in Review

VitalStone Financial held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q3 2024 at 6 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #439.

VitalStone Financial first reported a position in GBIL in Q4 2022 and has held it in 4 quarters since. The position peaked at $214K in Q3 2023. 308 funds tracked by Wall St. Rank hold GBIL as of Q3 2024.

  • VitalStone Financial held 6 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $602 as of Q3 2024.
  • VitalStone Financial left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q3 2024.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #439 holding.
  • VitalStone Financial first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 4 quarters since.
  • VitalStone Financial's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $214K in Q3 2023.
  • 308 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.