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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
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 $6.7B AUM 33.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Caldwell Trust's GBIL Position: Q1 2026 in Review

Caldwell Trust held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q1 2026 at 641 shares worth $64.2K. The position accounts for 0.01% of the portfolio, ranked #460.

Caldwell Trust first reported a position in GBIL in Q4 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Caldwell Trust held 641 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $64.2K as of Q1 2026.
  • Caldwell Trust left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #460 holding.
  • Caldwell Trust first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.