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Curated Wealth Partners’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Curated Wealth Partners’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 		$399K Sell
3,985
-545
-12% -$54.5K 0.05% 135
2026
Q1 		$454K Sell
4,530
-25,720
-85% -$2.57M 0.06% 120
2025
Q4 		$3.02M Buy
+30,250
New +$3.03M 0.33% 26

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 $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Curated Wealth Partners's GBIL Position: Q2 2026 in Review

Curated Wealth Partners reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 12% in Q2 2026, selling an estimated $54.5K and leaving 3,985 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #135.

Curated Wealth Partners first reported a position in GBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02M in Q4 2025. 381 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Curated Wealth Partners held 3,985 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $399K as of Q2 2026.
  • Curated Wealth Partners sold 545 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $54.5K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Curated Wealth Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and has held it in 3 quarters since.
  • Curated Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.02M in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.