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 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 $6.7B AUM 33.44% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Concurrent Investment Advisors's GBIL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 96% in Q1 2026, buying an estimated $768K and bringing the position to 15,678 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #697.

Concurrent Investment Advisors first reported a position in GBIL in Q1 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Concurrent Investment Advisors held 15,678 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.57M as of Q1 2026.
Concurrent Investment Advisors bought 7,674 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $768K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #697 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 9 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.