Goldstein Advisors
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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
Q3 		$5.08M Sell
50,755
-7,072
-12% -$707K 0.45% 31
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

Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Wilkerson Advisory Group
Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

Goldstein Advisors's GBIL Position: Q3 2026 in Review

Goldstein Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 12% in Q3 2026, selling an estimated $707K and leaving 50,755 shares worth $5.08M. The position accounts for 0.45% of the portfolio, ranked #31.

Goldstein Advisors first reported a position in GBIL in Q4 2022 and has held it in 16 quarters since. The position peaked at $29.3M in Q1 2024. 102 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • Goldstein Advisors held 50,755 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $5.08M as of Q3 2026.
  • Goldstein Advisors sold 7,072 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $707K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.45% of Goldstein Advisors's portfolio in Q3 2026, its #31 holding.
  • Goldstein Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 16 quarters since.
  • Goldstein Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $29.3M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.