Kelman-Lazarov Inc’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Kelman-Lazarov Inc’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	$934K	Buy	9,322 +6,033	+183%	+$604K	0.12%	68
2026 Q1	$330K	Sell	3,289 -1,994	-38%	-$200K	0.05%	111
2025 Q4	$528K	Sell	5,283 -1,196	-18%	-$120K	0.08%	87
2025 Q3	$649K	Sell	6,479 -374	-5%	-$37.4K	0.1%	77
2025 Q2	$686K	Sell	6,853 -5,012	-42%	-$501K	0.11%	67
2025 Q1	$1.19M	Sell	11,865 -820	-6%	-$82K	0.22%	47
2024 Q4	$1.27M	Buy	12,685 +1,091	+9%	+$109K	0.23%	47
2024 Q3	$1.16M	Sell	11,594 -2,548	-18%	-$255K	0.2%	51
2024 Q2	$1.42M	Sell	14,142 -1,533	-10%	-$153K	0.26%	41
2024 Q1	$1.58M	Sell	15,675 -1,355	-8%	-$135K	0.31%	40
2023 Q4	$1.7M	Sell	17,030 -13,641	-44%	-$1.36M	0.37%	37
2023 Q3	$3.07M	Sell	30,671 -3,147	-9%	-$314K	0.73%	23
2023 Q2	$3.38M	Buy	+33,818	New	+$3.38M	0.81%	20

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

Kelman-Lazarov Inc's GBIL Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 183% in Q2 2026, buying an estimated $604K and bringing the position to 9,322 shares worth $934K. The position accounts for 0.12% of the portfolio, ranked #68.

Kelman-Lazarov Inc first reported a position in GBIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.38M in Q2 2023. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Kelman-Lazarov Inc held 9,322 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $934K as of Q2 2026.
Kelman-Lazarov Inc bought 6,033 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $604K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.12% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #68 holding.
Kelman-Lazarov Inc first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2023 and has held it in 13 quarters since.
Kelman-Lazarov Inc's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.38M in Q2 2023.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.