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

Concorde Asset 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
Q1 		$421K Sell
4,204
-473
-10% -$47.3K 0.21% 102
2025
Q4 		$467K Buy
+4,677
New +$468K 0.19% 114

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

Concorde Asset Management's GBIL Position: Q1 2026 in Review

Concorde Asset Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 10% in Q1 2026, selling an estimated $47.3K and leaving 4,204 shares worth $421K. The position accounts for 0.21% of the portfolio, ranked #102.

Concorde Asset Management first reported a position in GBIL in Q4 2025 and has held it in 2 quarters since. The position peaked at $467K in Q4 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Concorde Asset Management held 4,204 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $421K as of Q1 2026.
  • Concorde Asset Management sold 473 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $47.3K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.21% of Concorde Asset Management's portfolio in Q1 2026, its #102 holding.
  • Concorde Asset Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and has held it in 2 quarters since.
  • Concorde Asset Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $467K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.