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

Arkadios 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	$947K	Buy	9,454 +2,848	+43%	+$285K	0.02%	819
2025 Q4	$660K	Buy	6,606 +3,108	+89%	+$311K	0.01%	882
2025 Q3	$351K	Sell	3,498 -935	-21%	-$93.5K	0.01%	1096
2025 Q2	$444K	Buy	4,433 +1,230	+38%	+$123K	0.01%	893
2025 Q1	$321K	Sell	3,203 -4,356	-58%	-$436K	0.01%	883
2024 Q4	$755K	Sell	7,559 -1,581	-17%	-$158K	0.04%	402
2024 Q3	$917K	Buy	+9,140	New	+$914K	0.05%	347

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

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

Arkadios Wealth Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 43% in Q1 2026, buying an estimated $285K and bringing the position to 9,454 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #819.

Arkadios Wealth Advisors first reported a position in GBIL in Q3 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Arkadios Wealth Advisors held 9,454 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $947K as of Q1 2026.
Arkadios Wealth Advisors bought 2,848 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $285K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #819 holding.
Arkadios Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.