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 Q3	$3.38M	Sell	33,725 -3,784	-10%	-$378K	2.94%	8
2026 Q2	$3.76M	Sell	37,509 -955	-2%	-$95.5K	3.12%	8
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

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return

Redwood Park Advisors Redwood City, California $157M AUM 7.34% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Archvest Wealth Advisors Concord, California $199M AUM 12.6% 1-Year Est. Return

Helium Advisors's GBIL Position: Q3 2026 in Review

Helium Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 10% in Q3 2026, selling an estimated $378K and leaving 33,725 shares worth $3.38M. The position accounts for 2.94% of the portfolio, ranked #8.

Helium Advisors first reported a position in GBIL in Q4 2024 and has held it in 8 quarters since. The position peaked at $12M in Q2 2025. 183 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

Helium Advisors held 33,725 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $3.38M as of Q3 2026.
Helium Advisors sold 3,784 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $378K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 2.94% of Helium Advisors's portfolio in Q3 2026, its #8 holding.
Helium Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $12M in Q2 2025.
183 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.