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

Keystone 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	$210K	Sell	2,094 -3,005	-59%	-$301K	0.04%	312
2026 Q1	$511K	Buy	5,099 +2,488	+95%	+$249K	0.11%	186
2025 Q4	$261K	Sell	2,611 -1,141	-30%	-$114K	0.06%	211
2025 Q3	$376K	Sell	3,752 -1,724	-31%	-$172K	0.08%	218
2025 Q2	$548K	Buy	5,476 +843	+18%	+$84.3K	0.13%	165
2025 Q1	$464K	Sell	4,633 -814	-15%	-$81.4K	0.13%	158
2024 Q4	$544K	Sell	5,447 -695	-11%	-$69.5K	0.14%	139
2024 Q3	$616K	Sell	6,142 -149	-2%	-$14.9K	0.17%	122
2024 Q2	$630K	Buy	6,291 +712	+13%	+$71.1K	0.2%	112
2024 Q1	$563K	Sell	5,579 -244	-4%	-$24.4K	0.18%	119
2023 Q4	$581K	Buy	5,823 +2,238	+62%	+$224K	0.2%	109
2023 Q3	$359K	Sell	3,585 -1,304	-27%	-$130K	0.14%	141
2023 Q2	$489K	Buy	4,889 +1,605	+49%	+$160K	0.18%	121
2023 Q1	$329K	Buy	+3,284	New	+$328K	0.13%	141

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

Keystone Wealth Services's GBIL Position: Q2 2026 in Review

Keystone Wealth Services reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 59% in Q2 2026, selling an estimated $301K and leaving 2,094 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #312.

Keystone Wealth Services first reported a position in GBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $630K in Q2 2024. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Keystone Wealth Services held 2,094 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $210K as of Q2 2026.
Keystone Wealth Services sold 3,005 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $301K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #312 holding.
Keystone Wealth Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and has held it in 14 quarters since.
Keystone Wealth Services's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $630K in Q2 2024.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.