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

Congress 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 		$6.16M Buy
61,517
+472
+0.8% +$47.2K 0.06% 344
2025
Q1 		$6.12M Sell
61,045
-7,503
-11% -$750K 0.07% 296
2024
Q4 		$6.85M Buy
68,548
+10,891
+19% +$1.09M 0.09% 244
2024
Q3 		$5.78M Sell
57,657
-12,850
-18% -$1.29M 0.08% 274
2024
Q2 		$7.06M Buy
70,507
+2,617
+4% +$261K 0.11% 212
2024
Q1 		$6.85M Buy
67,890
+10
+0% +$1K 0.12% 196
2023
Q4 		$6.77M Sell
67,880
-2,688
-4% -$269K 0.12% 193
2023
Q3 		$7.06M Buy
+70,568
New +$7.05M 0.15% 181

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 $7.28B AUM 16.22% 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 $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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