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

Concurrent Investment 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
2026 Q2	$1.4M	Sell	13,936 -1,742	-11%	-$174K	0.01%	857
2026 Q1	$1.57M	Buy	15,678 +7,674	+96%	+$768K	0.02%	697
2025 Q4	$800K	Buy	8,004 +5,064	+172%	+$507K	0.01%	932
2025 Q3	$295K	Sell	2,940 -4,296	-59%	-$430K	0.01%	1164
2025 Q2	$725K	Buy	7,236 +736	+11%	+$73.6K	0.01%	711
2025 Q1	$651K	Buy	6,500 +2,200	+51%	+$220K	0.02%	666
2024 Q4	$430K	Hold	4,300	–	–	0.01%	714
2024 Q3	$431K	Hold	4,300	–	–	0.01%	664
2024 Q2	$430K	Hold	4,300	–	–	0.01%	637
2024 Q1	$434K	Buy	+4,300	New	+$430K	0.02%	584

Other funds holding GBIL

AACR

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

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

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

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Concurrent Investment Advisors's GBIL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 11% in Q2 2026, selling an estimated $174K and leaving 13,936 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #857.

Concurrent Investment Advisors first reported a position in GBIL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q1 2026. 383 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Concurrent Investment Advisors held 13,936 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.4M as of Q2 2026.
Concurrent Investment Advisors sold 1,742 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $174K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #857 holding.
Concurrent Investment Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.57M in Q1 2026.
383 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.