Creative Planning
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Creative Planning’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Creative Planning’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 		$380K Buy
+3,791
New +$379K ﹤0.01% 3239
2023
Q4 		– Sell
-14,813
Closed -$1.48M – 2886
2023
Q3 		$1.48M Buy
+14,813
New +$1.48M ﹤0.01% 986
2018
Q3 		– Sell
-3,497
Closed -$350K – 2106
2018
Q2 		$350K Buy
+3,497
New +$350K ﹤0.01% 1268
2018
Q1 		– Sell
-4,411
Closed -$441K – 2065
2017
Q4 		$441K Buy
+4,411
New +$441K ﹤0.01% 1151

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Creative Planning's GBIL Position: Q1 2026 in Review

Creative Planning opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026: 3,791 shares worth $380K. The stake represents ﹤0.01% of the portfolio and ranks #3239 among its holdings. This is a return to the name: Creative Planning previously reported a position in GBIL as recently as Q3 2023.

Creative Planning first reported a position in GBIL in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.48M in Q3 2023. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Creative Planning held 3,791 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $380K as of Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Creative Planning position in Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3239 holding.
  • Creative Planning first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2017 and has held it in 4 quarters since.
  • Creative Planning's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.48M in Q3 2023.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.