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

Accurate 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
2026 Q2	$6.7M	Buy	67,040 +13,942	+26%	+$1.39M	0.64%	26
2026 Q1	$5.31M	Buy	53,098 +8,959	+20%	+$896K	0.64%	27
2025 Q4	$4.41M	Buy	44,139 +14,398	+48%	+$1.44M	0.56%	29
2025 Q3	$2.98M	Buy	29,741 +5,467	+23%	+$547K	0.4%	55
2025 Q2	$2.43M	Buy	24,274 +2,185	+10%	+$219K	0.37%	69
2025 Q1	$2.21M	Sell	22,089 -6,159	-22%	-$616K	0.42%	65
2024 Q4	$2.82M	Sell	28,248 -5,150	-15%	-$515K	0.54%	46
2024 Q3	$3.34M	Buy	33,398 +14,204	+74%	+$1.42M	0.67%	33
2024 Q2	$1.92M	Buy	19,194 +11,492	+149%	+$1.15M	0.46%	60
2024 Q1	$770K	Buy	7,702 +3,872	+101%	+$387K	0.22%	101
2023 Q4	$383K	Buy	+3,830	New	+$383K	0.12%	171
2023 Q3	–	Sell	-2,022	Closed	-$202K	–	280
2023 Q2	$202K	Sell	2,022 -5,078	-72%	-$507K	0.06%	259
2023 Q1	$709K	Buy	7,100 +4,874	+219%	+$487K	0.24%	98
2022 Q4	$222K	Buy	+2,226	New	+$222K	0.08%	203

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accurate Wealth Management's GBIL Position: Q2 2026 in Review

Accurate Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 26% in Q2 2026, buying an estimated $1.39M and bringing the position to 67,040 shares worth $6.7M. The position accounts for 0.64% of the portfolio, ranked #26.

Accurate Wealth Management first reported a position in GBIL in Q4 2022 and has held it in 14 quarters since. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Accurate Wealth Management held 67,040 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $6.7M as of Q2 2026.
Accurate Wealth Management bought 13,942 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $1.39M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.64% of Accurate Wealth Management's portfolio in Q2 2026, its #26 holding.
Accurate Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 14 quarters since.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.