Integrated Wealth Concepts’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Integrated Wealth Concepts’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
2025 Q3	–	Sell	-2,447	Closed	-$245K	–	2017
2025 Q2	$245K	Sell	2,447 -65	-3%	-$6.5K	﹤0.01%	1663
2025 Q1	$252K	Sell	2,512 -241	-9%	-$24.1K	﹤0.01%	1505
2024 Q4	$275K	Sell	2,753 -203	-7%	-$20.3K	﹤0.01%	1420
2024 Q3	$296K	Sell	2,956 -20	-0.7%	-$2K	﹤0.01%	1351
2024 Q2	$298K	Sell	2,976 -354	-11%	-$35.4K	﹤0.01%	1323
2024 Q1	$336K	Sell	3,330 -31,562	-90%	-$3.15M	﹤0.01%	1255
2023 Q4	$3.48M	Buy	34,892 +29,249	+518%	+$2.92M	0.06%	312
2023 Q3	$565K	Sell	5,643 -323	-5%	-$32.3K	0.01%	926
2023 Q2	$597K	Buy	5,966 +843	+16%	+$84.2K	0.01%	908
2023 Q1	$513K	Buy	+5,123	New	+$512K	0.01%	846

Other funds holding GBIL

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

AACR

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Integrated Wealth Concepts's GBIL Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2025, closing a stake of 2,447 shares — an estimated $245K sold.

Integrated Wealth Concepts first reported a position in GBIL in Q1 2023 and held it in 10 quarters. The position peaked at $3.48M in Q4 2023. 334 funds tracked by Wall St. Rank hold GBIL as of Q3 2025.

Integrated Wealth Concepts reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 2,447 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2025, an estimated $245K.
Integrated Wealth Concepts first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 10 quarters.
Integrated Wealth Concepts's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.48M in Q4 2023.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.