Castleview Partners’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Castleview Partners’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	$201K	Sell	2,008 -1,155	-37%	-$116K	0.09%	212
2026 Q1	$317K	Buy	+3,163	New	+$317K	0.16%	140
2025 Q1	–	Sell	-918	Closed	-$91.7K	–	321
2024 Q4	$91.7K	Sell	918 -7	-0.8%	-$700	0.05%	267
2024 Q3	$92.8K	Buy	925 +9	+1%	+$900	0.05%	237
2024 Q2	$91.7K	Sell	916 -2	-0.2%	-$200	0.05%	251
2024 Q1	$92.6K	Sell	918 -168	-15%	-$16.8K	0.05%	266
2023 Q4	$108K	Buy	1,086 +1	+0.1%	+$100	0.08%	200
2023 Q3	$109K	Sell	1,085 -566	-34%	-$56.5K	0.1%	168
2023 Q2	$165K	Buy	1,651 +385	+30%	+$38.5K	0.15%	132
2023 Q1	$127K	Buy	+1,266	New	+$126K	0.11%	157

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Castleview Partners's GBIL Position: Q2 2026 in Review

Castleview Partners reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 37% in Q2 2026, selling an estimated $116K and leaving 2,008 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #212.

Castleview Partners first reported a position in GBIL in Q1 2023 and has held it in 10 quarters since. The position peaked at $317K in Q1 2026. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Castleview Partners held 2,008 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $201K as of Q2 2026.
Castleview Partners sold 1,155 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $116K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.09% of Castleview Partners's portfolio in Q2 2026, its #212 holding.
Castleview Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and has held it in 10 quarters since.
Castleview Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $317K in Q1 2026.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.