Allen Capital Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Allen Capital Group’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	$4M	Buy	39,915 +515	+1%	+$51.5K	0.36%	60
2025 Q4	$3.94M	Buy	39,400 +290	+0.7%	+$29K	0.36%	64
2025 Q3	$3.92M	Buy	39,110 +1,990	+5%	+$199K	0.37%	64
2025 Q2	$3.72M	Sell	37,120 -5,086	-12%	-$509K	0.38%	63
2025 Q1	$4.23M	Buy	42,206 +7,437	+21%	+$744K	0.48%	51
2024 Q4	$3.47M	Sell	34,769 -21,503	-38%	-$2.15M	0.42%	52
2024 Q3	$5.64M	Buy	56,272 +28,141	+100%	+$2.81M	0.7%	37
2024 Q2	$2.82M	Sell	28,131 -13,680	-33%	-$1.37M	0.39%	62
2024 Q1	$4.22M	Sell	41,811 -10,516	-20%	-$1.05M	0.59%	41
2023 Q4	$5.22M	Sell	52,327 -3,280	-6%	-$328K	0.82%	29
2023 Q3	$5.55M	Sell	55,607 -3,228	-5%	-$322K	0.98%	23
2023 Q2	$5.89M	Buy	58,835 +41,299	+236%	+$4.13M	1.01%	22
2023 Q1	$1.76M	Buy	+17,536	New	+$1.75M	0.32%	68

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

Allen Capital Group's GBIL Position: Q1 2026 in Review

Allen Capital Group increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 1.3% in Q1 2026, buying an estimated $51.5K and bringing the position to 39,915 shares worth $4M. The position accounts for 0.36% of the portfolio, ranked #60.

Allen Capital Group first reported a position in GBIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.89M in Q2 2023. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Allen Capital Group held 39,915 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $4M as of Q1 2026.
Allen Capital Group bought 515 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $51.5K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.36% of Allen Capital Group's portfolio in Q1 2026, its #60 holding.
Allen Capital Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and has held it in 13 quarters since.
Allen Capital Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $5.89M in Q2 2023.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.