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

Falcon Wealth Planning’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 		$478K Buy
4,772
+551
+13% +$55.1K 0.03% 149
2026
Q1 		$423K Buy
4,221
+789
+23% +$79K 0.03% 144
2025
Q4 		$343K Buy
3,432
+1,217
+55% +$122K 0.03% 160
2025
Q3 		$222K Sell
2,215
-58
-3% -$5.8K 0.02% 177
2025
Q2 		$228K Buy
+2,273
New +$227K 0.02% 160

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Falcon Wealth Planning's GBIL Position: Q2 2026 in Review

Falcon Wealth Planning increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 13% in Q2 2026, buying an estimated $55.1K and bringing the position to 4,772 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #149.

Falcon Wealth Planning first reported a position in GBIL in Q2 2025 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Falcon Wealth Planning held 4,772 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $478K as of Q2 2026.
  • Falcon Wealth Planning bought 551 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $55.1K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #149 holding.
  • Falcon Wealth Planning first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2025 and has held it in 5 quarters since.
  • 382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.