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

Financial Life Planners’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 Q1	$3.41K	Buy	+34	New	+$3.4K	﹤0.01%	288
2025 Q4	–	Sell	-33	Closed	-$3.35K	–	158
2025 Q3	$3.35K	Buy	+33	New	+$3.3K	﹤0.01%	287
2025 Q1	–	Sell	-32	Closed	-$3.23K	–	195
2024 Q4	$3.23K	Buy	+32	New	+$3.2K	﹤0.01%	308

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

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

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

OAM

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

Goldman Sachs New York $871B AUM 31.28% 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

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

Financial Life Planners's GBIL Position: Q1 2026 in Review

Financial Life Planners opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026: 34 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Financial Life Planners previously reported a position in GBIL as recently as Q3 2025.

Financial Life Planners first reported a position in GBIL in Q4 2024 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Financial Life Planners held 34 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $3.41K as of Q1 2026.
Goldman Sachs Access Treasury 0-1 Year ETF was a new Financial Life Planners position in Q1 2026.
Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q1 2026, its #288 holding.
Financial Life Planners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 3 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Financial Life Planners's 13F filing for Q1 2026, filed 24 Apr 2026.