AWM
GBIL icon

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

Alterna 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 		$278K Sell
2,775
-899
-24% -$89.9K 0.16% 90
2026
Q1 		$368K Sell
3,674
-2,708
-42% -$271K 0.28% 69
2025
Q4 		$638K Sell
6,382
-491
-7% -$49.1K 0.53% 50
2025
Q3 		$689K Buy
6,873
+21
+0.3% +$2.1K 0.57% 50
2025
Q2 		$686K Sell
6,852
-95
-1% -$9.5K 0.55% 47
2025
Q1 		$696K Sell
6,947
-450
-6% -$45K 0.53% 46
2024
Q4 		$739K Sell
7,397
-400
-5% -$40K 0.62% 42
2024
Q3 		$782K Sell
7,797
-2,347
-23% -$235K 0.7% 38
2024
Q2 		$1.02M Hold
10,144
– – 0.89% 32
2024
Q1 		$1.02M Buy
10,144
+7,741
+322% +$774K 0.83% 26
2023
Q4 		$240K Buy
+2,403
New +$240K 0.29% 66

Other funds holding GBIL

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Alterna Wealth Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 24% in Q2 2026, selling an estimated $89.9K and leaving 2,775 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #90.

Alterna Wealth Management first reported a position in GBIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2024. 58 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Alterna Wealth Management held 2,775 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $278K as of Q2 2026.
  • Alterna Wealth Management sold 899 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $89.9K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.16% of Alterna Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Alterna Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and has held it in 11 quarters since.
  • Alterna Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.02M in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.