FA
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
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

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Fermata Advisors's GBIL Position: Q2 2026 in Review

Fermata Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 5.4% in Q2 2026, selling an estimated $80.8K and leaving 14,150 shares worth $1.42M. The position accounts for 0.29% of the portfolio, ranked #87.

Fermata Advisors first reported a position in GBIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q1 2026. 53 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Fermata Advisors held 14,150 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.42M as of Q2 2026.
  • Fermata Advisors sold 808 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $80.8K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.29% of Fermata Advisors's portfolio in Q2 2026, its #87 holding.
  • Fermata Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 15 quarters since.
  • Fermata Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.5M in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.