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CX Institutional’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

CX Institutional’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 		$102K Sell
1,017
-64
-6% -$6.4K ﹤0.01% 855
2026
Q1 		$108K Sell
1,081
-105
-9% -$10.5K ﹤0.01% 838
2025
Q4 		$119K Sell
1,186
-437
-27% -$43.7K ﹤0.01% 821
2025
Q3 		$163K Sell
1,623
-531
-25% -$53.1K ﹤0.01% 742
2025
Q2 		$216K Sell
2,154
-1,898
-47% -$190K 0.01% 603
2025
Q1 		$406K Buy
4,052
+287
+8% +$28.7K 0.02% 414
2024
Q4 		$376K Sell
3,765
-4,981
-57% -$498K 0.01% 395
2024
Q3 		$877K Sell
8,746
-132,310
-94% -$13.2M 0.04% 303
2024
Q2 		$14.1M Sell
141,056
-22,400
-14% -$2.24M 0.66% 43
2024
Q1 		$16.5M Sell
163,456
-114,143
-41% -$11.4M 0.79% 31
2023
Q4 		$27.7M Buy
277,599
+28,577
+11% +$2.86M 1.48% 11
2023
Q3 		$24.9M Buy
249,022
+29,402
+13% +$2.94M 1.37% 13
2023
Q2 		$22M Sell
219,620
-300
-0.1% -$30K 1.14% 14
2023
Q1 		$22M Buy
219,920
+69,905
+47% +$6.98M 1.17% 14
2022
Q4 		$15M Buy
+150,015
New +$15M 0.91% 23
2022
Q3 		– Sell
-98,650
Closed -$9.85M – 733
2022
Q2 		$9.85M Sell
98,650
-77,193
-44% -$7.71M 0.74% 29
2022
Q1 		$17.6M Sell
175,843
-23,214
-12% -$2.32M 1.41% 13
2021
Q4 		$19.9M Buy
199,057
+49,801
+33% +$4.98M 1.58% 10
2021
Q3 		$14.9M Buy
149,256
+27,552
+23% +$2.76M 1.22% 15
2021
Q2 		$12.2M Buy
121,704
+107,430
+753% +$10.8M 1% 20
2021
Q1 		$1.43M Sell
14,274
-18,660
-57% -$1.87M 0.13% 178
2020
Q4 		$3.3M Sell
32,934
-6,863
-17% -$687K 0.32% 80
2020
Q3 		$4M Sell
39,797
-193,068
-83% -$19.4M 0.43% 62
2020
Q2 		$23.4M Buy
232,865
+20,572
+10% +$2.07M 3.07% 6
2020
Q1 		$21.4M Buy
+212,293
New +$21.3M 3.49% 4
2019
Q3 		– Sell
-152
Closed -$15K – 852
2019
Q2 		$15K Buy
+152
New +$15.2K ﹤0.01% 425
2019
Q1 		– Sell
-1,782
Closed -$178K – 795
2018
Q4 		$178K Buy
+1,782
New +$178K 0.04% 174

Other funds holding GBIL

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

CX Institutional's GBIL Position: Q2 2026 in Review

CX Institutional reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 5.9% in Q2 2026, selling an estimated $6.4K and leaving 1,017 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

CX Institutional first reported a position in GBIL in Q4 2018 and has held it in 27 quarters since. The position peaked at $27.7M in Q4 2023. 63 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • CX Institutional held 1,017 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $102K as of Q2 2026.
  • CX Institutional sold 64 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $6.4K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #855 holding.
  • CX Institutional first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and has held it in 27 quarters since.
  • CX Institutional's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $27.7M in Q4 2023.
  • 63 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.