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

Ethos Financial Group’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
2025 Q4	–	Sell	-3,805	Closed	-$381K	–	549
2025 Q3	$381K	Buy	+3,805	New	+$381K	0.03%	316
2025 Q2	–	Sell	-7,710	Closed	-$773K	–	496
2025 Q1	$773K	Hold	7,710	–	–	0.07%	173
2024 Q4	$773K	Buy	+7,710	New	+$771K	0.1%	118
2023 Q4	–	Sell	-9,950	Closed	-$996K	–	280
2023 Q3	$996K	Sell	9,950 -67,644	-87%	-$6.76M	0.26%	58
2023 Q2	$7.77M	Hold	77,594	–	–	2.62%	12
2023 Q1	$7.77M	Sell	77,594 -3,705	-5%	-$370K	2.42%	12
2022 Q4	$8.13M	Buy	+81,299	New	+$8.11M	2.75%	11

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ethos Financial Group's GBIL Position: Q4 2025 in Review

Ethos Financial Group sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2025, closing a stake of 3,805 shares — an estimated $381K sold.

Ethos Financial Group first reported a position in GBIL in Q4 2022 and held it in 7 quarters. The position peaked at $8.13M in Q4 2022. 361 funds tracked by Wall St. Rank hold GBIL as of Q4 2025.

Ethos Financial Group reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2025 after selling out during the quarter.
Ethos Financial Group sold 3,805 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2025, an estimated $381K.
Ethos Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and held it in 7 quarters.
Ethos Financial Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $8.13M in Q4 2022.
361 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2025.

Based on Ethos Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.