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 Q3	–	Sell	-2,775	Closed	-$278K	–	111
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

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return

Redwood Park Advisors Redwood City, California $157M AUM 7.34% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

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

Alterna Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2026, closing a stake of 2,775 shares — an estimated $278K sold.

Alterna Wealth Management first reported a position in GBIL in Q4 2023 and held it in 11 quarters. The position peaked at $1.02M in Q1 2024. 206 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

Alterna Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2026 after selling out during the quarter.
Alterna Wealth Management sold 2,775 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $278K.
Alterna Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and held it in 11 quarters.
Alterna Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.02M in Q1 2024.
206 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.