Avantax Advisory Services’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.03M	Buy	+10,271	New	+$1.03M	0.01%	1155
2024 Q4	–	Sell	-27,592	Closed	-$2.77M	–	2216
2024 Q3	$2.77M	Buy	27,592 +155	+0.6%	+$15.5K	0.02%	565
2024 Q2	$2.75M	Sell	27,437 -31,699	-54%	-$3.17M	0.02%	553
2024 Q1	$5.97M	Buy	59,136 +3,195	+6%	+$319K	0.05%	267
2023 Q4	$5.58M	Buy	55,941 +2,200	+4%	+$220K	0.06%	258
2023 Q3	$5.38M	Buy	53,741 +1,175	+2%	+$117K	0.06%	241
2023 Q2	$5.26M	Sell	52,566 -7,310	-12%	-$730K	0.06%	242
2023 Q1	$6M	Sell	59,876 -79,374	-57%	-$7.93M	0.07%	211
2022 Q4	$13.9M	Buy	+139,250	New	+$13.9M	0.19%	92

Other funds holding GBIL

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Avantax Advisory Services's GBIL Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025: 10,271 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in GBIL as recently as Q3 2024.

Avantax Advisory Services first reported a position in GBIL in Q4 2022 and has held it in 9 quarters since. The position peaked at $13.9M in Q4 2022. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

Avantax Advisory Services held 10,271 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.03M as of Q2 2025.
Goldman Sachs Access Treasury 0-1 Year ETF was a new Avantax Advisory Services position in Q2 2025.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1155 holding.
Avantax Advisory Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 9 quarters since.
Avantax Advisory Services's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $13.9M in Q4 2022.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.