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

Avior 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
2025 Q1	–	Sell	-42	Closed	-$4.2K	–	1349
2024 Q4	$4.2K	Buy	+42	New	+$4.2K	﹤0.01%	1924
2024 Q3	–	Sell	-350	Closed	-$35.1K	–	2354
2024 Q2	$35.1K	Buy	350 +5	+1%	+$500	﹤0.01%	1218
2024 Q1	$34.9K	Buy	+345	New	+$34.5K	﹤0.01%	1369

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

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

MMA

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

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

PFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's GBIL Position: Q1 2025 in Review

Avior Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2025, closing a stake of 42 shares — an estimated $4.2K sold.

Avior Wealth Management first reported a position in GBIL in Q1 2024 and held it in 3 quarters. The position peaked at $35.1K in Q2 2024. 343 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

Avior Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 42 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $4.2K.
Avior Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2024 and held it in 3 quarters.
Avior Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $35.1K in Q2 2024.
343 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.