Clearstead Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Clearstead Advisors’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
2025 Q3	–	Sell	-2,255	Closed	-$226K	–	3150
2025 Q2	$226K	Sell	2,255 -491	-18%	-$49.1K	﹤0.01%	862
2025 Q1	$275K	Buy	+2,746	New	+$275K	﹤0.01%	735
2023 Q4	–	Sell	-666	Closed	-$66.7K	–	1560
2023 Q3	$66.7K	Buy	666 +8	+1%	+$799	﹤0.01%	643
2023 Q2	$65.8K	Buy	+658	New	+$65.7K	﹤0.01%	670
2022 Q1	–	Sell	-8	Closed	-$1K	–	1409
2021 Q4	$1K	Buy	+8	New	+$801	﹤0.01%	1180

Other funds holding GBIL

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

AACR

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Clearstead Advisors's GBIL Position: Q3 2025 in Review

Clearstead Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2025, closing a stake of 2,255 shares — an estimated $226K sold.

Clearstead Advisors first reported a position in GBIL in Q4 2021 and held it in 5 quarters. The position peaked at $275K in Q1 2025. 334 funds tracked by Wall St. Rank hold GBIL as of Q3 2025.

Clearstead Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 2,255 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2025, an estimated $226K.
Clearstead Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and held it in 5 quarters.
Clearstead Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $275K in Q1 2025.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.