GM
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GeoWealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-179
Closed -$17.9K – 1346
2024
Q4 		$17.9K Sell
179
-10,284
-98% -$1.03M ﹤0.01% 1395
2024
Q3 		$1.05M Sell
10,463
-50,997
-83% -$5.1M 0.04% 292
2024
Q2 		$6.15M Sell
61,460
-52,544
-46% -$5.25M 0.27% 55
2024
Q1 		$11.5M Buy
114,004
+64,861
+132% +$6.48M 0.44% 46
2023
Q4 		$4.9M Buy
49,143
+8,901
+22% +$890K 0.41% 65
2023
Q3 		$4.03M Buy
40,242
+9,847
+32% +$984K 0.46% 65
2023
Q2 		$3.04M Buy
30,395
+25,447
+514% +$2.54M 0.33% 62
2023
Q1 		$496K Sell
4,948
-249,642
-98% -$24.9M 0.06% 132
2022
Q4 		$25.4M Buy
+254,590
New +$25.4M 2.68% 5

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return