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

BridgePort Financial Solutions’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	$1.96M	Buy	19,588 +174	+0.9%	+$17.4K	0.56%	40
2025 Q4	$1.94M	Sell	19,414 -1,220	-6%	-$122K	0.52%	42
2025 Q3	$2.07M	Buy	20,634 +633	+3%	+$63.3K	0.56%	41
2025 Q2	$2M	Buy	20,001 +834	+4%	+$83.4K	0.67%	35
2025 Q1	$1.92M	Buy	19,167 +9	+0%	+$900	0.87%	29
2024 Q4	$1.92M	Buy	+19,158	New	+$1.92M	0.87%	28

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BridgePort Financial Solutions's GBIL Position: Q1 2026 in Review

BridgePort Financial Solutions increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.9% in Q1 2026, buying an estimated $17.4K and bringing the position to 19,588 shares worth $1.96M. The position accounts for 0.56% of the portfolio, ranked #40.

BridgePort Financial Solutions first reported a position in GBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q3 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

BridgePort Financial Solutions held 19,588 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.96M as of Q1 2026.
BridgePort Financial Solutions bought 174 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $17.4K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.56% of BridgePort Financial Solutions's portfolio in Q1 2026, its #40 holding.
BridgePort Financial Solutions first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.07M in Q3 2025.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.