Beverly Hills Private Wealth’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Beverly Hills Private Wealth’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	$1.88M	Sell	18,759 -3,566	-16%	-$357K	0.36%	74
2026 Q1	$2.24M	Sell	22,325 -27,968	-56%	-$2.8M	0.37%	74
2025 Q4	$5.03M	Sell	50,293 -8,678	-15%	-$868K	0.86%	27
2025 Q3	$5.91M	Sell	58,971 -2,606	-4%	-$261K	1.04%	18
2025 Q2	$6.17M	Sell	61,577 -4,090	-6%	-$409K	1.16%	16
2025 Q1	$6.58M	Sell	65,667 -6,715	-9%	-$672K	1.3%	12
2024 Q4	$7.23M	Sell	72,382 -8,222	-10%	-$822K	1.46%	11
2024 Q3	$8.08M	Sell	80,604 -1,536	-2%	-$154K	1.63%	9
2024 Q2	$8.22M	Buy	82,140 +12,087	+17%	+$1.21M	1.79%	7
2024 Q1	$7.07M	Buy	70,053 +9,178	+15%	+$917K	1.63%	7
2023 Q4	$6.07M	Sell	60,875 -7,550	-11%	-$755K	1.59%	6
2023 Q3	$6.85M	Sell	68,425 -5,165	-7%	-$516K	2.04%	4
2023 Q2	$7.34M	Buy	73,590 +9,875	+15%	+$987K	1.21%	15
2023 Q1	$6.38M	Buy	63,715 +42,020	+194%	+$4.2M	1.98%	4
2022 Q4	$2.16M	Buy	+21,695	New	+$2.16M	0.94%	30

Other funds holding GBIL

AACR

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

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

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 New York $1.15T AUM 47.82% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beverly Hills Private Wealth's GBIL Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 16% in Q2 2026, selling an estimated $357K and leaving 18,759 shares worth $1.88M. The position accounts for 0.36% of the portfolio, ranked #74.

Beverly Hills Private Wealth first reported a position in GBIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.22M in Q2 2024. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Beverly Hills Private Wealth held 18,759 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.88M as of Q2 2026.
Beverly Hills Private Wealth sold 3,566 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $357K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.36% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #74 holding.
Beverly Hills Private Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 15 quarters since.
Beverly Hills Private Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $8.22M in Q2 2024.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.