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 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 $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

Goldstein Advisors's GBIL Position: Q1 2026 in Review

Goldstein Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 11% in Q1 2026, buying an estimated $697K and bringing the position to 70,243 shares worth $7.04M. The position accounts for 0.78% of the portfolio, ranked #24.

Goldstein Advisors first reported a position in GBIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.3M in Q1 2024. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Goldstein Advisors held 70,243 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $7.04M as of Q1 2026.
Goldstein Advisors bought 6,966 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $697K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.78% of Goldstein Advisors's portfolio in Q1 2026, its #24 holding.
Goldstein Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 14 quarters since.
Goldstein Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $29.3M in Q1 2024.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.