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

Foundations Investment 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 Q1	$321K	Sell	3,206 -2	-0.1%	-$200	﹤0.01%	884
2025 Q4	$321K	Buy	+3,208	New	+$321K	﹤0.01%	868
2024 Q1	–	Sell	-4,865	Closed	-$485K	–	718
2023 Q4	$485K	Sell	4,865 -69,097	-93%	-$6.91M	0.01%	441
2023 Q3	$7.4M	Buy	+73,962	New	+$7.39M	0.23%	84
2023 Q2	–	Sell	-88,753	Closed	-$8.89M	–	596
2023 Q1	$8.89M	Buy	88,753 +1,798	+2%	+$180K	0.32%	51
2022 Q4	$8.67M	Buy	+86,955	New	+$8.67M	0.35%	47

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

Foundations Investment Advisors's GBIL Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.06% in Q1 2026, selling an estimated $200 and leaving 3,206 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Foundations Investment Advisors first reported a position in GBIL in Q4 2022 and has held it in 6 quarters since. The position peaked at $8.89M in Q1 2023. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Foundations Investment Advisors held 3,206 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $321K as of Q1 2026.
Foundations Investment Advisors sold 2 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $200.
Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #884 holding.
Foundations Investment Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 6 quarters since.
Foundations Investment Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $8.89M in Q1 2023.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.