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

Axxcess 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
Q1 		$2.96M Sell
29,585
-6,688
-18% -$669K 0.1% 165
2025
Q4 		$3.63M Buy
36,273
+7,091
+24% +$710K 0.06% 262
2025
Q3 		$2.92M Buy
29,182
+9,475
+48% +$948K 0.06% 242
2025
Q2 		$1.97M Sell
19,707
-22,751
-54% -$2.28M 0.05% 298
2025
Q1 		$4.25M Buy
42,458
+7,442
+21% +$744K 0.11% 153
2024
Q4 		$3.5M Buy
35,016
+32,033
+1,074% +$3.2M 0.08% 176
2024
Q3 		$299K Buy
2,983
+55
+2% +$5.5K 0.01% 692
2024
Q2 		$293K Sell
2,928
-1,493
-34% -$149K 0.01% 658
2024
Q1 		$446K Sell
4,421
-3,235
-42% -$323K 0.01% 563
2023
Q4 		$764K Sell
7,656
-19,101
-71% -$1.91M 0.02% 411
2023
Q3 		$2.68M Buy
26,757
+13,437
+101% +$1.34M 0.09% 163
2023
Q2 		$1.33M Buy
13,320
+6,838
+105% +$683K 0.1% 184
2023
Q1 		$649K Sell
6,482
-14,210
-69% -$1.42M 0.05% 316
2022
Q4 		$2.06M Buy
20,692
+181
+0.9% +$18.1K 0.17% 121
2022
Q3 		$2.05M Buy
20,511
+2,868
+16% +$286K 0.19% 103
2022
Q2 		$1.76M Buy
17,643
+7,773
+79% +$777K 0.16% 125
2022
Q1 		$986K Buy
+9,870
New +$987K 0.08% 217

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Axxcess Wealth Management's GBIL Position: Q1 2026 in Review

Axxcess Wealth Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 18% in Q1 2026, selling an estimated $669K and leaving 29,585 shares worth $2.96M. The position accounts for 0.1% of the portfolio, ranked #165.

Axxcess Wealth Management first reported a position in GBIL in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.25M in Q1 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Axxcess Wealth Management held 29,585 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.96M as of Q1 2026.
  • Axxcess Wealth Management sold 6,688 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $669K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.1% of Axxcess Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Axxcess Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2022 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $4.25M in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.