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

Goldstein 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	$5.79M	Sell	57,827 -12,416	-18%	-$1.24M	0.53%	28
2026 Q1	$7.04M	Buy	70,243 +6,966	+11%	+$697K	0.78%	24
2025 Q4	$6.32M	Sell	63,277 -4,924	-7%	-$493K	0.72%	25
2025 Q3	$6.84M	Buy	68,201 +2,124	+3%	+$212K	0.83%	22
2025 Q2	$6.62M	Sell	66,077 -22,043	-25%	-$2.2M	0.89%	20
2025 Q1	$8.83M	Buy	88,120 +9,140	+12%	+$914K	1.29%	17
2024 Q4	$7.89M	Buy	78,980 +7,889	+11%	+$789K	1.15%	17
2024 Q3	$7.13M	Sell	71,091 -184,172	-72%	-$18.4M	1.08%	17
2024 Q2	$25.5M	Sell	255,263 -34,720	-12%	-$3.47M	4.27%	6
2024 Q1	$29.3M	Buy	289,983 +49,062	+20%	+$4.9M	5%	4
2023 Q4	$24M	Buy	240,921 +182,103	+310%	+$18.2M	4.05%	4
2023 Q3	$5.89M	Buy	58,818 +11,610	+25%	+$1.16M	1.23%	20
2023 Q2	$4.72M	Sell	47,208 -32	-0.1%	-$3.2K	0.99%	21
2023 Q1	$4.73M	Buy	47,240 +16,831	+55%	+$1.68M	1.04%	23
2022 Q4	$3.03M	Buy	+30,409	New	+$3.03M	0.73%	24

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldstein Advisors's GBIL Position: Q2 2026 in Review

Goldstein Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 18% in Q2 2026, selling an estimated $1.24M and leaving 57,827 shares worth $5.79M. The position accounts for 0.53% of the portfolio, ranked #28.

Goldstein Advisors first reported a position in GBIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.3M in Q1 2024. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Goldstein Advisors held 57,827 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $5.79M as of Q2 2026.
Goldstein Advisors sold 12,416 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $1.24M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.53% of Goldstein Advisors's portfolio in Q2 2026, its #28 holding.
Goldstein 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.
Goldstein Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $29.3M in Q1 2024.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.