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

Lake Street Private Wealth’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	-4,309	Closed	-$431K	–	280
2025 Q4	$431K	Sell	4,309 -51	-1%	-$5.1K	0.05%	193
2025 Q3	$437K	Sell	4,360 -394	-8%	-$39.4K	0.06%	185
2025 Q2	$476K	Buy	+4,754	New	+$475K	0.07%	163
2022 Q2	–	Sell	-2,186	Closed	-$218K	–	311
2022 Q1	$218K	Buy	+2,186	New	+$219K	0.04%	291

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

Lake Street Private Wealth's GBIL Position: Q1 2026 in Review

Lake Street Private Wealth sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026, closing a stake of 4,309 shares — an estimated $431K sold.

Lake Street Private Wealth first reported a position in GBIL in Q1 2022 and held it in 4 quarters. The position peaked at $476K in Q2 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Lake Street Private Wealth reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2026 after selling out during the quarter.
Lake Street Private Wealth sold 4,309 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $431K.
Lake Street Private Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2022 and held it in 4 quarters.
Lake Street Private Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $476K in Q2 2025.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.