EWM
GBIL icon

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

EPG 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
2026
Q1 		$80.1K Sell
799
-798
-50% -$79.9K 0.02% 215
2025
Q4 		$160K Buy
+1,597
New +$160K 0.04% 190
2022
Q4 		– Sell
-318
Closed -$32K – 386
2022
Q3 		$32K Buy
+318
New +$31.7K 0.01% 282

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 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

EPG Wealth Management's GBIL Position: Q1 2026 in Review

EPG Wealth Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 50% in Q1 2026, selling an estimated $79.9K and leaving 799 shares worth $80.1K. The position accounts for 0.02% of the portfolio, ranked #215.

EPG Wealth Management first reported a position in GBIL in Q3 2022 and has held it in 3 quarters since. The position peaked at $160K in Q4 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • EPG Wealth Management held 799 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $80.1K as of Q1 2026.
  • EPG Wealth Management sold 798 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $79.9K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of EPG Wealth Management's portfolio in Q1 2026, its #215 holding.
  • EPG Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and has held it in 3 quarters since.
  • EPG Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $160K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.