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

Acorn Financial Advisory Services’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
2025 Q4	–	Sell	-3,525	Closed	-$353K	–	221
2025 Q3	$353K	Buy	3,525 +1,397	+66%	+$140K	0.05%	143
2025 Q2	$213K	Sell	2,128 -39	-2%	-$3.9K	0.03%	189
2025 Q1	$217K	Buy	2,167 +115	+6%	+$11.5K	0.04%	176
2024 Q4	$205K	Buy	+2,052	New	+$205K	0.03%	199
2023 Q3	–	Sell	-5,071	Closed	-$507K	–	248
2023 Q2	$507K	Buy	+5,071	New	+$507K	0.09%	130

Other funds holding GBIL

AACR

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OAM

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

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

Acorn Financial Advisory Services's GBIL Position: Q4 2025 in Review

Acorn Financial Advisory Services sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2025, closing a stake of 3,525 shares — an estimated $353K sold.

Acorn Financial Advisory Services first reported a position in GBIL in Q2 2023 and held it in 5 quarters. The position peaked at $507K in Q2 2023. 361 funds tracked by Wall St. Rank hold GBIL as of Q4 2025.

Acorn Financial Advisory Services reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2025 after selling out during the quarter.
Acorn Financial Advisory Services sold 3,525 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2025, an estimated $353K.
Acorn Financial Advisory Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2023 and held it in 5 quarters.
Acorn Financial Advisory Services's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $507K in Q2 2023.
361 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.