IFWM
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Institute for Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Institute for Wealth Management’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 		$101 Buy
+1
New +$100 ﹤0.01% 1742

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Institute for Wealth Management's GBIL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2026: 1 share worth $101. The stake represents ﹤0.01% of the portfolio and ranks #1742 among its holdings.

248 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Institute for Wealth Management held 1 share of Goldman Sachs Access Treasury 0-1 Year ETF worth $101 as of Q2 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Institute for Wealth Management position in Q2 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1742 holding.
  • 248 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.