CT
GBIL icon

Caldwell Trust’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Caldwell Trust’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 		$32.2K Sell
321
-320
-50% -$32K ﹤0.01% 550
2026
Q1 		$64.2K Hold
641
– – 0.01% 460
2025
Q4 		$64.1K Buy
+641
New +$64.1K 0.01% 448

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

Caldwell Trust's GBIL Position: Q2 2026 in Review

Caldwell Trust reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 50% in Q2 2026, selling an estimated $32K and leaving 321 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Caldwell Trust first reported a position in GBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $64.2K in Q1 2026. 381 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Caldwell Trust held 321 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $32.2K as of Q2 2026.
  • Caldwell Trust sold 320 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $32K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #550 holding.
  • Caldwell Trust first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and has held it in 3 quarters since.
  • Caldwell Trust's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $64.2K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.