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

Jones Financial Companies’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 Q2	–	Sell	-10	Closed	-$1K	–	4078
2025 Q1	$1K	Sell	10 -956	-99%	-$95.6K	﹤0.01%	3401
2024 Q4	$96.5K	Buy	+966	New	+$96.6K	﹤0.01%	1636
2024 Q3	–	Sell	-474	Closed	-$47.4K	–	3054
2024 Q2	$47.4K	Buy	+474	New	+$47.4K	﹤0.01%	1268

Other funds holding GBIL

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Jones Financial Companies's GBIL Position: Q2 2025 in Review

Jones Financial Companies sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025, closing a stake of 10 shares — an estimated $1K sold.

Jones Financial Companies first reported a position in GBIL in Q2 2024 and held it in 3 quarters. The position peaked at $96.5K in Q4 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

Jones Financial Companies reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2025 after selling out during the quarter.
Jones Financial Companies sold 10 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2025, an estimated $1K.
Jones Financial Companies first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2024 and held it in 3 quarters.
Jones Financial Companies's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $96.5K in Q4 2024.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.