Global Retirement Partners’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Global Retirement Partners’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 Q4	$869K	Buy	8,690 +2,585	+42%	+$259K	0.02%	714
2025 Q3	$612K	Hold	6,105	–	–	0.01%	698
2025 Q2	$611K	Buy	+6,105	New	+$611K	0.02%	650
2024 Q4	$717K	Sell	7,171 -325	-4%	-$32.5K	0.02%	528
2024 Q3	$752K	Sell	7,496 -3,185	-30%	-$319K	0.02%	520
2024 Q2	$1.07M	Buy	10,681 +2,466	+30%	+$246K	0.03%	403
2024 Q1	$829K	Sell	8,215 -2,988	-27%	-$299K	0.03%	399
2023 Q4	$1.12M	Buy	11,203 +1,226	+12%	+$123K	0.05%	318
2023 Q3	$995K	Sell	9,977 -669	-6%	-$66.8K	0.05%	305
2023 Q2	$1.07M	Buy	10,646 +349	+3%	+$34.9K	0.05%	305
2023 Q1	$1.03M	Sell	10,297 -46,380	-82%	-$4.63M	0.05%	300
2022 Q4	$5.65M	Buy	56,677 +54,815	+2,944%	+$5.47M	0.39%	51
2022 Q3	$186K	Sell	1,862 -1,030	-36%	-$103K	0.01%	584
2022 Q2	$289K	Buy	2,892 +1,568	+118%	+$157K	0.02%	471
2022 Q1	$132K	Buy	+1,324	New	+$132K	0.01%	668
2021 Q4	–	Sell	-2,515	Closed	-$252K	–	822
2021 Q3	$252K	Hold	2,515	–	–	0.02%	426
2021 Q2	$252K	Sell	2,515 -914	-27%	-$91.5K	0.03%	416
2021 Q1	$343K	Sell	3,429 -57,431	-94%	-$5.75M	0.04%	318
2020 Q4	$6.09M	Sell	60,860 -3,998	-6%	-$400K	0.76%	26
2020 Q3	$6.51M	Buy	64,858 +8,384	+15%	+$842K	0.95%	17
2020 Q2	$5.67M	Buy	56,474 +56,283	+29,468%	+$5.66M	0.91%	25
2020 Q1	$19K	Sell	191 -59	-24%	-$5.92K	﹤0.01%	813
2019 Q4	$25K	Buy	250 +26	+12%	+$2.61K	﹤0.01%	865
2019 Q3	$22K	Sell	224 -127	-36%	-$12.7K	﹤0.01%	867
2019 Q2	$35K	Sell	351 -138	-28%	-$13.8K	0.01%	702
2019 Q1	$49K	Buy	489 +120	+33%	+$12K	0.01%	548
2018 Q4	$37K	Buy	369 +45	+14%	+$4.5K	0.01%	574
2018 Q3	$32K	Buy	+324	New	+$32.4K	0.01%	670

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OAM

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

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

Global Retirement Partners's GBIL Position: Q4 2025 in Review

Global Retirement Partners increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 42% in Q4 2025, buying an estimated $259K and bringing the position to 8,690 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #714.

Global Retirement Partners first reported a position in GBIL in Q3 2018 and has held it in 28 quarters since. The position peaked at $6.51M in Q3 2020. 361 funds tracked by Wall St. Rank hold GBIL as of Q4 2025.

Global Retirement Partners held 8,690 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $869K as of Q4 2025.
Global Retirement Partners bought 2,585 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2025, an estimated $259K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #714 holding.
Global Retirement Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2018 and has held it in 28 quarters since.
Global Retirement Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $6.51M in Q3 2020.
361 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.