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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
Q2 		– Sell
-4,204
Closed -$421K – 181
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

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Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concorde Asset Management's GBIL Position: Q2 2026 in Review

Concorde Asset Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2026, closing a stake of 4,204 shares — an estimated $421K sold.

Concorde Asset Management first reported a position in GBIL in Q4 2025 and held it in 2 quarters. The position peaked at $467K in Q4 2025. 381 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Concorde Asset Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 4,204 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $421K.
  • Concorde Asset Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and held it in 2 quarters.
  • Concorde Asset Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $467K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.