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Cohalo Advisory’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Cohalo Advisory’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 		$183K Buy
1,828
+125
+7% +$12.5K 12.97% 4
2025
Q4 		$170K Sell
1,703
-10
-0.6% -$1K 12.62% 4
2025
Q3 		$172K Sell
1,713
-66
-4% -$6.6K 13.39% 3
2025
Q2 		$178K Sell
1,779
-949
-35% -$94.9K 13.62% 5
2025
Q1 		$273K Buy
2,728
+200
+8% +$20K 20.17% 2
2024
Q4 		$253K Buy
+2,528
New +$253K 21.62% 1

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

Cohalo Advisory's GBIL Position: Q1 2026 in Review

Cohalo Advisory increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 7.3% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,828 shares worth $183K. The position accounts for 12.97% of the portfolio, ranked #4.

Cohalo Advisory first reported a position in GBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $273K in Q1 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Cohalo Advisory held 1,828 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $183K as of Q1 2026.
  • Cohalo Advisory bought 125 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $12.5K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 12.97% of Cohalo Advisory's portfolio in Q1 2026, its #4 holding.
  • Cohalo Advisory first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 6 quarters since.
  • Cohalo Advisory's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $273K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Cohalo Advisory's 13F filing for Q1 2026, filed 30 Apr 2026.