CX Institutional
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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
Q3 		$89K Sell
890
-127
-12% -$12.7K ﹤0.01% 899
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 -$9.8M – 733
2022
Q2 		$9.8M 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

Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Wilkerson Advisory Group
Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

CX Institutional's GBIL Position: Q3 2026 in Review

CX Institutional reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 12% in Q3 2026, selling an estimated $12.7K and leaving 890 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

CX Institutional first reported a position in GBIL in Q4 2018 and has held it in 28 quarters since. The position peaked at $27.7M in Q4 2023. 102 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • CX Institutional held 890 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $89K as of Q3 2026.
  • CX Institutional sold 127 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $12.7K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #899 holding.
  • CX Institutional first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and has held it in 28 quarters since.
  • CX Institutional's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $27.7M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.