IEQ Capital’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

IEQ Capital’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	$632K	Sell	6,306 -1,737	-22%	-$174K	﹤0.01%	1206
2025 Q4	$804K	Sell	8,043 -557	-6%	-$55.7K	﹤0.01%	1127
2025 Q3	$862K	Sell	8,600 -30	-0.3%	-$3K	﹤0.01%	1065
2025 Q2	$864K	Buy	8,630 +412	+5%	+$41.2K	0.01%	904
2025 Q1	$823K	Buy	+8,218	New	+$822K	0.01%	813

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

IEQ Capital's GBIL Position: Q1 2026 in Review

IEQ Capital reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 22% in Q1 2026, selling an estimated $174K and leaving 6,306 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

IEQ Capital first reported a position in GBIL in Q1 2025 and has held it in 5 quarters since. The position peaked at $864K in Q2 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

IEQ Capital held 6,306 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $632K as of Q1 2026.
IEQ Capital sold 1,737 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $174K.
Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1206 holding.
IEQ Capital first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2025 and has held it in 5 quarters since.
IEQ Capital's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $864K 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 IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.