Carson Wealth (CWM LLC)
GBIL icon

Carson Wealth (CWM LLC)’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.58M Sell
15,787
-4,968
-24% -$497K ﹤0.01% 1303
2025
Q4 		$2.07M Sell
20,755
-2,546
-11% -$255K 0.01% 1136
2025
Q3 		$2.34M Buy
23,301
+21,939
+1,611% +$2.19M 0.01% 1024
2025
Q2 		$136K Sell
1,362
-199
-13% -$19.9K ﹤0.01% 2466
2025
Q1 		$156K Buy
1,561
+1
+0.1% +$100 ﹤0.01% 2083
2024
Q4 		$156K Sell
1,560
-103
-6% -$10.3K ﹤0.01% 1992
2024
Q3 		$167K Sell
1,663
-315
-16% -$31.5K ﹤0.01% 1858
2024
Q2 		$198K Sell
1,978
-1,566
-44% -$156K ﹤0.01% 1588
2024
Q1 		$358K Sell
3,544
-2,697
-43% -$270K ﹤0.01% 1256
2023
Q4 		$622K Buy
6,241
+256
+4% +$25.6K ﹤0.01% 983
2023
Q3 		$599K Buy
5,985
+5,917
+8,701% +$591K ﹤0.01% 926
2023
Q2 		$7K Sell
68
-363
-84% -$36.3K ﹤0.01% 3277
2023
Q1 		$43K Buy
431
+211
+96% +$21.1K ﹤0.01% 1970
2022
Q4 		$22K Sell
220
-96
-30% -$9.58K ﹤0.01% 2290
2022
Q3 		$32K Buy
316
+86
+37% +$8.58K ﹤0.01% 1913
2022
Q2 		$23K Hold
230
– – ﹤0.01% 2030
2022
Q1 		$23K Hold
230
– – ﹤0.01% 1989
2021
Q4 		$23K Buy
+230
New +$23K ﹤0.01% 1916
2021
Q2 		$23K Hold
230
– – ﹤0.01% 1728
2021
Q1 		$23K Hold
230
– – ﹤0.01% 1728
2020
Q4 		$23K Hold
230
– – ﹤0.01% 1728
2020
Q3 		$23K Hold
230
– – ﹤0.01% 1728
2020
Q2 		$23K Hold
230
– – ﹤0.01% 1728
2020
Q1 		$23K Hold
230
– – ﹤0.01% 1728
2019
Q4 		$23K Hold
230
– – ﹤0.01% 1728
2019
Q3 		$23K Hold
230
– – ﹤0.01% 1728
2019
Q2 		$23K Hold
230
– – ﹤0.01% 1728
2019
Q1 		$23K Buy
230
+15
+7% +$1.5K ﹤0.01% 1728
2018
Q4 		$22K Buy
+215
New +$21.5K ﹤0.01% 1107

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

Carson Wealth (CWM LLC)'s GBIL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 24% in Q1 2026, selling an estimated $497K and leaving 15,787 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Carson Wealth (CWM LLC) first reported a position in GBIL in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.34M in Q3 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,787 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.58M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,968 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $497K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1303 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.34M 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.