Kestra Advisory Services’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Kestra Advisory Services’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 Q1	$5.27M	Sell	52,620 -3,640	-6%	-$364K	0.02%	759
2025 Q4	$5.62M	Buy	56,260 +20,013	+55%	+$2M	0.02%	666
2025 Q3	$3.63M	Sell	36,247 -9,746	-21%	-$975K	0.02%	844
2025 Q2	$4.61M	Buy	45,993 +8,396	+22%	+$840K	0.02%	678
2025 Q1	$3.77M	Sell	37,597 -13,563	-27%	-$1.36M	0.02%	693
2024 Q4	$5.13M	Sell	51,160 -8,673	-14%	-$868K	0.03%	568
2024 Q3	$6M	Buy	59,833 +5,282	+10%	+$528K	0.03%	533
2024 Q2	$5.03M	Sell	54,551 -16,667	-23%	-$1.67M	0.03%	592
2024 Q1	$7.19M	Buy	71,218 +17,888	+34%	+$1.79M	0.05%	405
2023 Q4	$5.32M	Sell	53,330 -7,313	-12%	-$731K	0.04%	428
2023 Q3	$6.07M	Buy	60,643 +11,026	+22%	+$1.1M	0.06%	334
2023 Q2	$4.97M	Buy	49,617 +2,623	+6%	+$262K	0.05%	375
2023 Q1	$4.71M	Buy	46,994 +43,660	+1,310%	+$4.36M	0.05%	374
2022 Q4	$332K	Buy	+3,334	New	+$333K	﹤0.01%	1665
2021 Q3	–	Sell	-2,150	Closed	-$215K	–	2142
2021 Q2	$215K	Buy	+2,150	New	+$215K	﹤0.01%	1820

Other funds holding GBIL

AACR

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

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

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

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

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

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

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

Kestra Advisory Services's GBIL Position: Q1 2026 in Review

Kestra Advisory Services reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 6.5% in Q1 2026, selling an estimated $364K and leaving 52,620 shares worth $5.27M. The position accounts for 0.02% of the portfolio, ranked #759.

Kestra Advisory Services first reported a position in GBIL in Q2 2021 and has held it in 15 quarters since. The position peaked at $7.19M in Q1 2024. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Kestra Advisory Services held 52,620 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $5.27M as of Q1 2026.
Kestra Advisory Services sold 3,640 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $364K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #759 holding.
Kestra Advisory Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2021 and has held it in 15 quarters since.
Kestra Advisory Services's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $7.19M in Q1 2024.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.