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

Adapt Wealth Advisors’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 Q1	$333K	Hold	3,320	–	–	0.12%	77
2025 Q4	$332K	Hold	3,320	–	–	0.11%	78
2025 Q3	$333K	Sell	3,320 -342	-9%	-$34.2K	0.12%	77
2025 Q2	$367K	Hold	3,662	–	–	0.16%	47
2025 Q1	$367K	Sell	3,662 -2,374	-39%	-$237K	0.18%	45
2024 Q4	$603K	Sell	6,036 -252	-4%	-$25.2K	0.3%	43
2024 Q3	$631K	Sell	6,288 -1,063	-14%	-$106K	0.34%	41
2024 Q2	$736K	Sell	7,351 -2,623	-26%	-$262K	0.46%	35
2024 Q1	$1.01M	Buy	+9,974	New	+$997K	0.72%	25

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

Adapt Wealth Advisors's GBIL Position: Q1 2026 in Review

Adapt Wealth Advisors held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q1 2026 at 3,320 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #77.

Adapt Wealth Advisors first reported a position in GBIL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q1 2024. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Adapt Wealth Advisors held 3,320 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $333K as of Q1 2026.
Adapt Wealth Advisors left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q1 2026.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.12% of Adapt Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Adapt Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.01M in Q1 2024.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.