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 New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AACR

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Congress Wealth Management's GBIL Position: Q2 2025 in Review

Congress Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.77% in Q2 2025, buying an estimated $47.2K and bringing the position to 61,517 shares worth $6.16M. The position accounts for 0.06% of the portfolio, ranked #344.

Congress Wealth Management first reported a position in GBIL in Q3 2023 and has held it in 8 quarters since. The position peaked at $7.06M in Q3 2023. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

Congress Wealth Management held 61,517 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $6.16M as of Q2 2025.
Congress Wealth Management bought 472 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2025, an estimated $47.2K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #344 holding.
Congress Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $7.06M in Q3 2023.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.