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

Independent Financial Group’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 		$1.87M Buy
18,626
+5
+0% +$500 0.03% 471
2026
Q1 		$1.87M Buy
18,621
+15,170
+440% +$1.52M 0.04% 419
2025
Q4 		$345K Sell
3,451
-2,256
-40% -$226K 0.01% 1082
2025
Q3 		$572K Sell
5,707
-14,100
-71% -$1.41M 0.01% 788
2025
Q2 		$1.98M Buy
19,807
+9,950
+101% +$995K 0.05% 339
2025
Q1 		$987K Buy
9,857
+6,400
+185% +$640K 0.03% 484
2024
Q4 		$345K Hold
3,457
– – 0.01% 849
2024
Q3 		$347K Hold
3,457
– – 0.01% 816
2024
Q2 		$346K Buy
3,457
+511
+17% +$51K 0.01% 767
2024
Q1 		$297K Sell
2,946
-159
-5% -$15.9K 0.01% 785
2023
Q4 		$310K Hold
3,105
– – 0.02% 709
2023
Q3 		$311K Sell
3,105
-1,319
-30% -$132K 0.02% 647
2023
Q2 		$443K Buy
4,424
+179
+4% +$17.9K 0.03% 506
2023
Q1 		$425K Sell
4,245
-520
-11% -$51.9K 0.03% 497
2022
Q4 		$475K Hold
4,765
– – 0.04% 431
2022
Q3 		$476K Sell
4,765
-460
-9% -$45.9K 0.04% 409
2022
Q2 		$522K Buy
5,225
+980
+23% +$97.9K 0.06% 373
2022
Q1 		$424K Buy
4,245
+250
+6% +$25K 0.03% 481
2021
Q4 		$400K Buy
+3,995
New +$400K 0.03% 489

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's GBIL Position: Q2 2026 in Review

Independent Financial Group increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.03% in Q2 2026, buying an estimated $500 and bringing the position to 18,626 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #471.

Independent Financial Group first reported a position in GBIL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q2 2025. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Independent Financial Group held 18,626 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.87M as of Q2 2026.
  • Independent Financial Group bought 5 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $500.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #471 holding.
  • Independent Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.98M in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.