Activest Wealth Management
GBIL icon

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

Activest 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
Q3 		$707K Sell
7,058
-1,521
-18% -$152K 0.13% 56
2026
Q2 		$859K Buy
8,579
+74
+0.9% +$7.4K 0.17% 49
2026
Q1 		$852K Buy
8,505
+75
+0.9% +$7.5K 0.15% 57
2025
Q4 		$842K Buy
8,430
+8,424
+140,400% +$843K 0.16% 61
2025
Q3 		$601 Buy
+6
New +$600 ﹤0.01% 948

Other funds holding GBIL

Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Archvest Wealth Advisors
Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Activest Wealth Management's GBIL Position: Q3 2026 in Review

Activest Wealth Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 18% in Q3 2026, selling an estimated $152K and leaving 7,058 shares worth $707K. The position accounts for 0.13% of the portfolio, ranked #56.

Activest Wealth Management first reported a position in GBIL in Q3 2025 and has held it in 5 quarters since. The position peaked at $859K in Q2 2026. 144 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • Activest Wealth Management held 7,058 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $707K as of Q3 2026.
  • Activest Wealth Management sold 1,521 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $152K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.13% of Activest Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Activest Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $859K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.