Essex Financial Services’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Essex Financial Services’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	$1.78M	Buy	17,800 +10,788	+154%	+$1.08M	0.09%	201
2026 Q1	$703K	Sell	7,012 -46	-0.7%	-$4.6K	0.04%	360
2025 Q4	$705K	Sell	7,058 -34	-0.5%	-$3.4K	0.04%	360
2025 Q3	$711K	Sell	7,092 -503	-7%	-$50.3K	0.04%	341
2025 Q2	$761K	Buy	7,595 +2,686	+55%	+$269K	0.05%	321
2025 Q1	$492K	Sell	4,909 -7,798	-61%	-$780K	0.04%	385
2024 Q4	$1.27M	Buy	12,707 +16	+0.1%	+$1.6K	0.09%	192
2024 Q3	$1.27M	Buy	12,691 +517	+4%	+$51.7K	0.09%	194
2024 Q2	$1.22M	Buy	12,174 +1,044	+9%	+$104K	0.09%	201
2024 Q1	$1.12M	Buy	11,130 +7,741	+228%	+$774K	0.1%	190
2023 Q4	$338K	Hold	3,389	–	–	0.03%	373
2023 Q3	$339K	Buy	3,389 +351	+12%	+$35.1K	0.04%	352
2023 Q2	$304K	Buy	3,038 +501	+20%	+$50.1K	0.03%	369
2023 Q1	$254K	Hold	2,537	–	–	0.03%	414
2022 Q4	$252K	Buy	+2,537	New	+$253K	0.03%	407

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

HWM

Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Essex Financial Services's GBIL Position: Q2 2026 in Review

Essex Financial Services increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 154% in Q2 2026, buying an estimated $1.08M and bringing the position to 17,800 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #201.

Essex Financial Services first reported a position in GBIL in Q4 2022 and has held it in 15 quarters since. 273 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Essex Financial Services held 17,800 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.78M as of Q2 2026.
Essex Financial Services bought 10,788 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $1.08M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.09% of Essex Financial Services's portfolio in Q2 2026, its #201 holding.
Essex Financial Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 15 quarters since.
273 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.