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

Compass 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
2025
Q2 		– Sell
-9
Closed -$902 – 240
2025
Q1 		$902 Buy
+9
New +$900 ﹤0.01% 421

Other funds holding GBIL

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Compass Wealth Management's GBIL Position: Q2 2025 in Review

Compass Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025, closing a stake of 9 shares — an estimated $902 sold.

Compass Wealth Management first reported a position in GBIL in Q1 2025 and held it in 1 quarter. The position peaked at $902 in Q1 2025. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

  • Compass Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 9 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2025, an estimated $902.
  • Compass Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $902 in Q1 2025.
  • 334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.