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

Kestra Private Wealth 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 Q2	$2.49M	Sell	24,813 -524	-2%	-$52.4K	0.03%	526
2026 Q1	$2.54M	Sell	25,337 -1,306	-5%	-$131K	0.03%	486
2025 Q4	$2.66M	Sell	26,643 -1,038	-4%	-$104K	0.03%	457
2025 Q3	$2.77M	Buy	27,681 +10	+0%	+$1K	0.04%	436
2025 Q2	$2.77M	Sell	27,671 -525	-2%	-$52.5K	0.04%	413
2025 Q1	$2.82M	Buy	28,196 +2,649	+10%	+$265K	0.05%	374
2024 Q4	$2.55M	Buy	25,547 +8	+0%	+$800	0.04%	372
2024 Q3	$2.56M	Buy	25,539 +18,451	+260%	+$1.85M	0.05%	359
2024 Q2	$709K	Buy	7,088 +83	+1%	+$8.29K	0.01%	696
2024 Q1	$707K	Buy	7,005 +955	+16%	+$95.5K	0.02%	668
2023 Q4	$603K	Buy	6,050 +205	+4%	+$20.5K	0.02%	668
2023 Q3	$585K	Buy	+5,845	New	+$584K	0.02%	619
2022 Q1	–	Sell	-2,268	Closed	-$227K	–	1023
2021 Q4	$227K	Buy	+2,268	New	+$227K	0.01%	859

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

Kestra Private Wealth Services's GBIL Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 2.1% in Q2 2026, selling an estimated $52.4K and leaving 24,813 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #526.

Kestra Private Wealth Services first reported a position in GBIL in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.82M in Q1 2025. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Kestra Private Wealth Services held 24,813 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.49M as of Q2 2026.
Kestra Private Wealth Services sold 524 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $52.4K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #526 holding.
Kestra Private Wealth Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2021 and has held it in 13 quarters since.
Kestra Private Wealth Services's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.82M in Q1 2025.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.