LJAC
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L.J. Altfest & Co’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

L.J. Altfest & Co’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 		$21.9M Buy
218,940
+43,873
+25% +$4.39M 2.13% 12
2026
Q1 		$17.5M Buy
175,067
+130,847
+296% +$13.1M 1.88% 12
2025
Q4 		$4.42M Sell
44,220
-46,036
-51% -$4.61M 0.48% 45
2025
Q3 		$9.05M Buy
90,256
+56,960
+171% +$5.7M 1.01% 24
2025
Q2 		$3.33M Buy
+33,296
New +$3.33M 0.39% 54
2024
Q4 		– Sell
-2,673
Closed -$268K – 344
2024
Q3 		$268K Sell
2,673
-120,500
-98% -$12.1M 0.04% 289
2024
Q2 		$12.3M Buy
123,173
+6,447
+6% +$644K 1.68% 18
2024
Q1 		$11.8M Buy
116,726
+25,487
+28% +$2.55M 1.67% 17
2023
Q4 		$9.1M Sell
91,239
-2,163
-2% -$216K 1.32% 21
2023
Q3 		$9.35M Sell
93,402
-46,290
-33% -$4.62M 1.47% 17
2023
Q2 		$14M Buy
139,692
+51,514
+58% +$5.15M 2.1% 13
2023
Q1 		$8.83M Sell
88,178
-28,870
-25% -$2.88M 1.38% 19
2022
Q4 		$11.7M Sell
117,048
-91,215
-44% -$9.1M 1.93% 12
2022
Q3 		$20.8M Buy
208,263
+136,353
+190% +$13.6M 3.9% 5
2022
Q2 		$7.18M Buy
71,910
+69,513
+2,900% +$6.94M 1.29% 17
2022
Q1 		$240K Sell
2,397
-46,854
-95% -$4.68M 0.04% 232
2021
Q4 		$4.93M Buy
49,251
+42,544
+634% +$4.26M 0.94% 23
2021
Q3 		$671K Sell
6,707
-128,628
-95% -$12.9M 0.14% 112
2021
Q2 		$13.5M Buy
135,335
+78,573
+138% +$7.87M 2.92% 7
2021
Q1 		$5.68M Sell
56,762
-32,498
-36% -$3.25M 1.34% 15
2020
Q4 		$8.94M Buy
89,260
+12,380
+16% +$1.24M 2.19% 11
2020
Q3 		$7.72M Buy
76,880
+73,407
+2,114% +$7.37M 2.05% 13
2020
Q2 		$349K Buy
+3,473
New +$349K 0.1% 146
2020
Q1 		– Sell
-68,960
Closed -$6.91M – 209
2019
Q4 		$6.91M Sell
68,960
-12,249
-15% -$1.23M 1.74% 11
2019
Q3 		$8.15M Buy
+81,209
New +$8.14M 2.1% 9

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

L.J. Altfest & Co's GBIL Position: Q2 2026 in Review

L.J. Altfest & Co increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 25% in Q2 2026, buying an estimated $4.39M and bringing the position to 218,940 shares worth $21.9M. The position accounts for 2.13% of the portfolio, ranked #12.

L.J. Altfest & Co first reported a position in GBIL in Q3 2019 and has held it in 25 quarters since. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • L.J. Altfest & Co held 218,940 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $21.9M as of Q2 2026.
  • L.J. Altfest & Co bought 43,873 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $4.39M.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 2.13% of L.J. Altfest & Co's portfolio in Q2 2026, its #12 holding.
  • L.J. Altfest & Co first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2019 and has held it in 25 quarters since.
  • 382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.