BFG
GBIL icon

Beacon Financial Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Beacon Financial Group’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
Q2 		$2.39M Sell
23,877
-24,853
-51% -$2.49M 0.22% 104
2026
Q1 		$4.88M Buy
48,730
+36,254
+291% +$3.63M 0.49% 53
2025
Q4 		$1.25M Sell
12,476
-4,726
-27% -$473K 0.12% 154
2025
Q3 		$1.72M Sell
17,202
-2,148
-11% -$215K 0.17% 132
2025
Q2 		$1.94M Sell
19,350
-547
-3% -$54.7K 0.2% 114
2025
Q1 		$1.99M Sell
19,897
-1,397
-7% -$140K 0.22% 106
2024
Q4 		$2.13M Sell
21,294
-2,366
-10% -$237K 0.23% 100
2024
Q3 		$2.37M Buy
23,660
+2,405
+11% +$241K 0.26% 95
2024
Q2 		$2.13M Sell
21,255
-965
-4% -$96.4K 0.24% 104
2024
Q1 		$2.24M Sell
22,220
-1,416
-6% -$142K 0.26% 98
2023
Q4 		$2.36M Sell
23,636
-2,116
-8% -$211K 0.29% 91
2023
Q3 		$2.58M Sell
25,752
-1,663
-6% -$166K 0.37% 79
2023
Q2 		$2.74M Buy
27,415
+9,259
+51% +$925K 0.37% 76
2023
Q1 		$1.81M Buy
+18,156
New +$1.81M 0.25% 97
2020
Q1 		– Sell
-43,974
Closed -$4.4M – 175
2019
Q4 		$4.4M Sell
43,974
-4,150
-9% -$416K 0.55% 45
2019
Q3 		$4.83M Sell
48,124
-15
-0% -$1.5K 0.82% 40
2019
Q2 		$4.83M Sell
48,139
-3,617
-7% -$362K 0.82% 42
2019
Q1 		$5.19M Buy
+51,756
New +$5.18M 0.85% 34

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Financial Group's GBIL Position: Q2 2026 in Review

Beacon Financial Group reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 51% in Q2 2026, selling an estimated $2.49M and leaving 23,877 shares worth $2.39M. The position accounts for 0.22% of the portfolio, ranked #104.

Beacon Financial Group first reported a position in GBIL in Q1 2019 and has held it in 18 quarters since. The position peaked at $5.19M in Q1 2019. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Beacon Financial Group held 23,877 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.39M as of Q2 2026.
  • Beacon Financial Group sold 24,853 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $2.49M.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.22% of Beacon Financial Group's portfolio in Q2 2026, its #104 holding.
  • Beacon Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2019 and has held it in 18 quarters since.
  • Beacon Financial Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $5.19M in Q1 2019.
  • 382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.