Caldwell Trust
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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
Q3 		$32K Sell
320
-1
-0.3% -$100 ﹤0.01% 553
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

ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return
Hohimer Wealth Management
Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return
Redwood Park Advisors
Redwood Park Advisors Redwood City, California $157M AUM 7.34% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Caldwell Trust's GBIL Position: Q3 2026 in Review

Caldwell Trust reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.31% in Q3 2026, selling an estimated $100 and leaving 320 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Caldwell Trust first reported a position in GBIL in Q4 2025 and has held it in 4 quarters since. The position peaked at $64.2K in Q1 2026. 206 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • Caldwell Trust held 320 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $32K as of Q3 2026.
  • Caldwell Trust sold 1 Goldman Sachs Access Treasury 0-1 Year ETF share in Q3 2026, an estimated $100.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #553 holding.
  • Caldwell Trust first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and has held it in 4 quarters since.
  • Caldwell Trust's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $64.2K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.