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

Key Financial 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 Q1	–	Sell	-1	Closed	-$100	–	1421
2025 Q4	$100	Sell	1 -21	-95%	-$2.1K	﹤0.01%	1410
2025 Q3	$2.2K	Buy	22 +1	+5%	+$100	﹤0.01%	1181
2025 Q2	$2.1K	Hold	21	–	–	﹤0.01%	1179
2025 Q1	$2.1K	Hold	21	–	–	﹤0.01%	1141
2024 Q4	$2.1K	Hold	21	–	–	﹤0.01%	1145
2024 Q3	$2.11K	Hold	21	–	–	﹤0.01%	1102
2024 Q2	$2.1K	Hold	21	–	–	﹤0.01%	1102
2024 Q1	$2.12K	Hold	21	–	–	﹤0.01%	1100
2023 Q4	$2.1K	Hold	21	–	–	﹤0.01%	1095
2023 Q3	$2.1K	Hold	21	–	–	﹤0.01%	1107
2023 Q2	$2.1K	Hold	21	–	–	﹤0.01%	1157
2023 Q1	$2.1K	Hold	21	–	–	﹤0.01%	952
2022 Q4	$2.1K	Hold	21	–	–	﹤0.01%	945
2022 Q3	$2K	Buy	+21	New	+$2.1K	﹤0.01%	948

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

SJIC

St. James Investment Company Southlake, Texas $630M AUM 12.48% 1-Year Est. Return

Key Financial Inc's GBIL Position: Q1 2026 in Review

Key Financial Inc sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026, closing a stake of 1 share — an estimated $100 sold.

Key Financial Inc first reported a position in GBIL in Q3 2022 and held it in 14 quarters. The position peaked at $2.2K in Q3 2025. 371 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Key Financial Inc reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 1 Goldman Sachs Access Treasury 0-1 Year ETF share in Q1 2026, an estimated $100.
Key Financial Inc first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and held it in 14 quarters.
Key Financial Inc's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.2K in Q3 2025.
371 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.