Fermata Advisors
GBIL icon

Fermata Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Fermata Advisors’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 		$1.25M Sell
12,444
-1,706
-12% -$171K 0.24% 100
2026
Q2 		$1.42M Sell
14,150
-808
-5% -$80.8K 0.29% 87
2026
Q1 		$1.5M Buy
14,958
+9,338
+166% +$934K 0.34% 78
2025
Q4 		$562K Sell
5,620
-2,020
-26% -$202K 0.13% 128
2025
Q3 		$766K Buy
7,640
+1,417
+23% +$142K 0.19% 100
2025
Q2 		$623K Buy
6,223
+1,542
+33% +$154K 0.17% 118
2025
Q1 		$469K Buy
4,681
+827
+21% +$82.7K 0.08% 165
2024
Q4 		$385K Sell
3,854
-346
-8% -$34.6K 0.07% 175
2024
Q3 		$421K Sell
4,200
-402
-9% -$40.2K 0.09% 138
2024
Q2 		$461K Sell
4,602
-1,334
-22% -$133K 0.11% 114
2024
Q1 		$599K Sell
5,936
-875
-13% -$87.5K 0.13% 101
2023
Q4 		$679K Buy
6,811
+192
+3% +$19.2K 0.16% 91
2023
Q3 		$663K Sell
6,619
-693
-9% -$69.2K 0.19% 89
2023
Q2 		$732K Buy
7,312
+2,089
+40% +$209K 0.66% 37
2023
Q1 		$523K Sell
5,223
-2,352
-31% -$235K 0.32% 58
2022
Q4 		$755K Buy
+7,575
New +$756K 0.22% 82

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

Fermata Advisors's GBIL Position: Q3 2026 in Review

Fermata Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 12% in Q3 2026, selling an estimated $171K and leaving 12,444 shares worth $1.25M. The position accounts for 0.24% of the portfolio, ranked #100.

Fermata Advisors first reported a position in GBIL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.5M in Q1 2026. 102 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • Fermata Advisors held 12,444 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.25M as of Q3 2026.
  • Fermata Advisors sold 1,706 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $171K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.24% of Fermata Advisors's portfolio in Q3 2026, its #100 holding.
  • Fermata Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 16 quarters since.
  • Fermata Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.5M in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.