Independent Advisor Alliance’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-2,432	Closed	-$244K	–	1278
2026 Q1	$244K	Buy	+2,432	New	+$243K	﹤0.01%	1418
2025 Q1	–	Sell	-2,147	Closed	-$215K	–	1022
2024 Q4	$215K	Buy	+2,147	New	+$215K	﹤0.01%	1270
2020 Q2	–	Sell	-10,500	Closed	-$1.06M	–	513
2020 Q1	$1.06M	Sell	10,500 -12,571	-54%	-$1.26M	0.15%	117
2019 Q4	$2.31M	Buy	23,071 +19,627	+570%	+$1.97M	0.1%	217
2019 Q3	$346K	Buy	+3,444	New	+$345K	0.04%	306
2019 Q2	–	Sell	-3,255	Closed	-$326K	–	440
2019 Q1	$326K	Buy	+3,255	New	+$326K	0.05%	299

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's GBIL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2026, closing a stake of 2,432 shares — an estimated $244K sold.

Independent Advisor Alliance first reported a position in GBIL in Q1 2019 and held it in 6 quarters. The position peaked at $2.31M in Q4 2019. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Independent Advisor Alliance reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 2,432 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $244K.
Independent Advisor Alliance first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2019 and held it in 6 quarters.
Independent Advisor Alliance's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.31M in Q4 2019.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.