Blue Zone Wealth Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Blue Zone Wealth Advisors’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	–	Sell	-16,895	Closed	-$1.69M	–	135
2025 Q4	$1.69M	Buy	+16,895	New	+$1.69M	0.32%	60
2025 Q3	–	Sell	-2,302	Closed	-$231K	–	130
2025 Q2	$231K	Sell	2,302 -4,981	-68%	-$498K	0.06%	98
2025 Q1	$730K	Sell	7,283 -700	-9%	-$70K	0.2%	66
2024 Q4	$798K	Hold	7,983	–	–	0.23%	66
2024 Q3	$801K	Buy	+7,983	New	+$798K	0.25%	61

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

SJIC

St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

Blue Zone Wealth Advisors's GBIL Position: Q1 2026 in Review

Blue Zone Wealth Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026, closing a stake of 16,895 shares — an estimated $1.69M sold.

Blue Zone Wealth Advisors first reported a position in GBIL in Q3 2024 and held it in 5 quarters. The position peaked at $1.69M in Q4 2025. 371 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Blue Zone Wealth Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2026 after selling out during the quarter.
Blue Zone Wealth Advisors sold 16,895 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $1.69M.
Blue Zone Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2024 and held it in 5 quarters.
Blue Zone Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.69M in Q4 2025.
371 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.