Burney Company’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Burney Company’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	$795K	Sell	7,942 -1,998	-20%	-$200K	0.02%	389
2026 Q1	$996K	Sell	9,940 -1,523	-13%	-$152K	0.03%	337
2025 Q4	$1.15M	Sell	11,463 -970	-8%	-$97.1K	0.04%	312
2025 Q3	$1.25M	Buy	12,433 +438	+4%	+$43.8K	0.04%	287
2025 Q2	$1.2M	Buy	11,995 +2,497	+26%	+$250K	0.04%	290
2025 Q1	$952K	Buy	9,498 +1,354	+17%	+$135K	0.03%	318
2024 Q4	$814K	Sell	8,144 -169	-2%	-$16.9K	0.03%	344
2024 Q3	$834K	Hold	8,313	–	–	0.03%	351
2024 Q2	$832K	Sell	8,313 -10,346	-55%	-$1.03M	0.03%	342
2024 Q1	$1.88M	Sell	18,659 -139,871	-88%	-$14M	0.07%	248
2023 Q4	$15.8M	Sell	158,530 -91,581	-37%	-$9.15M	0.67%	30
2023 Q3	$25M	Buy	+250,111	New	+$25M	1.17%	10

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

Burney Company's GBIL Position: Q2 2026 in Review

Burney Company reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 20% in Q2 2026, selling an estimated $200K and leaving 7,942 shares worth $795K. The position accounts for 0.02% of the portfolio, ranked #389.

Burney Company first reported a position in GBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $25M in Q3 2023. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Burney Company held 7,942 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $795K as of Q2 2026.
Burney Company sold 1,998 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $200K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of Burney Company's portfolio in Q2 2026, its #389 holding.
Burney Company first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2023 and has held it in 12 quarters since.
Burney Company's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $25M in Q3 2023.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.