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

Helium 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	$3.85M	Sell	38,464 -10,159	-21%	-$1.02M	3.67%	7
2025 Q4	$4.86M	Sell	48,623 -18,429	-27%	-$1.84M	4.92%	4
2025 Q3	$6.72M	Sell	67,052 -52,419	-44%	-$5.24M	5.61%	5
2025 Q2	$12M	Buy	119,471 +31,210	+35%	+$3.12M	7.57%	3
2025 Q1	$8.84M	Sell	88,261 -14,159	-14%	-$1.42M	6.44%	3
2024 Q4	$10.2M	Buy	+102,420	New	+$10.2M	8.11%	3

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

Helium Advisors's GBIL Position: Q1 2026 in Review

Helium Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 21% in Q1 2026, selling an estimated $1.02M and leaving 38,464 shares worth $3.85M. The position accounts for 3.67% of the portfolio, ranked #7.

Helium Advisors first reported a position in GBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $12M in Q2 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Helium Advisors held 38,464 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $3.85M as of Q1 2026.
Helium Advisors sold 10,159 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $1.02M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 3.67% of Helium Advisors's portfolio in Q1 2026, its #7 holding.
Helium Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $12M in Q2 2025.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.