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Castle Rock Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Castle Rock Wealth Management’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 		$20.5M Buy
205,469
+130,440
+174% +$13M 3.86% 4
2026
Q2 		$7.49M Sell
75,029
-6,535
-8% -$654K 1.47% 13
2026
Q1 		$8.15M Sell
81,564
-3,585
-4% -$359K 1.76% 10
2025
Q4 		$8.51M Sell
85,149
-2,274
-3% -$228K 1.84% 11
2025
Q3 		$8.74M Sell
87,423
-29,199
-25% -$2.92M 1.93% 9
2025
Q2 		$11.7M Buy
116,622
+10,930
+10% +$1.09M 2.73% 8
2025
Q1 		$10.6M Buy
105,692
+22,554
+27% +$2.26M 2.85% 7
2024
Q4 		$8.31M Sell
83,138
-7,052
-8% -$705K 1.98% 11
2024
Q3 		$9.01M Buy
90,190
+1,196
+1% +$120K 2.15% 10
2024
Q2 		$8.87M Sell
88,994
-9,981
-10% -$997K 2.22% 8
2024
Q1 		$9.86M Sell
98,975
-30,842
-24% -$3.08M 2.69% 6
2023
Q4 		$13M Sell
129,817
-22,305
-15% -$2.23M 3.93% 3
2023
Q3 		$15.2M Sell
152,122
-26,943
-15% -$2.69M 5.1% 2
2023
Q2 		$17.9M Sell
179,065
-38,824
-18% -$3.88M 6.1% 1
2023
Q1 		$21.7M Buy
217,889
+121,333
+126% +$12.1M 7.77% 1
2022
Q4 		$9.65M Buy
96,556
+6,025
+7% +$601K 4.31% 3
2022
Q3 		$9.03M Buy
+90,531
New +$9.03M 4.55% 3
2021
Q2 		– Sell
-4,413
Closed -$442K – 256
2021
Q1 		$442K Sell
4,413
-102
-2% -$10.2K 0.18% 165
2020
Q4 		$452K Sell
4,515
-1,140
-20% -$114K 0.19% 159
2020
Q3 		$566K Sell
5,655
-51,255
-90% -$5.15M 0.37% 93
2020
Q2 		$5.72M Sell
56,910
-199,791
-78% -$20.1M 3.35% 2
2020
Q1 		$25.8M Buy
256,701
+240,034
+1,440% +$24.1M 22.27% 1
2019
Q4 		$1.67M Sell
16,667
-6,895
-29% -$692K 1.51% 6
2019
Q3 		$2.36M Buy
23,562
+20,558
+684% +$2.06M 2.46% 4
2019
Q2 		$301K Buy
+3,004
New +$301K 0.33% 102

Other funds holding GBIL

PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Castle Rock Wealth Management's GBIL Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 174% in Q3 2026, buying an estimated $13M and bringing the position to 205,469 shares worth $20.5M. The position accounts for 3.86% of the portfolio, ranked #4.

Castle Rock Wealth Management first reported a position in GBIL in Q2 2019 and has held it in 25 quarters since. The position peaked at $25.8M in Q1 2020. 16 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • Castle Rock Wealth Management held 205,469 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $20.5M as of Q3 2026.
  • Castle Rock Wealth Management bought 130,440 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $13M.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 3.86% of Castle Rock Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Castle Rock Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2019 and has held it in 25 quarters since.
  • Castle Rock Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $25.8M in Q1 2020.
  • 16 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.