Legacy Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Legacy Advisors’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
2025 Q1	$250K	Sell	7,824 -145	-2%	-$14.5K	0.03%	366
2024 Q4	$799K	Buy	+7,969	New	+$797K	0.08%	192
2024 Q1	–	Sell	-2,367	Closed	-$237K	–	320
2023 Q4	$237K	Sell	2,367 -132	-5%	-$13.2K	0.03%	273
2023 Q3	$250K	Buy	2,499 +86	+4%	+$8.59K	0.04%	251
2023 Q2	$242K	Sell	2,413 -368	-13%	-$36.8K	0.04%	242
2023 Q1	$278K	Buy	2,781 +5	+0.2%	+$499	0.05%	206
2022 Q4	$278K	Sell	2,776 -110	-4%	-$11K	0.05%	196
2022 Q3	$288K	Sell	2,886 -373	-11%	-$37.2K	0.06%	175
2022 Q2	$325K	Sell	3,259 -39	-1%	-$3.9K	0.07%	165
2022 Q1	$330K	Sell	3,298 -110	-3%	-$11K	0.06%	153
2021 Q4	$341K	Sell	3,408 -344	-9%	-$34.4K	0.13%	86
2021 Q3	$376K	Buy	3,752 +30	+0.8%	+$3K	0.15%	83
2021 Q2	$373K	Buy	+3,722	New	+$373K	0.15%	81

Other funds holding GBIL

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Advisors's GBIL Position: Q1 2025 in Review

Legacy Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 1.8% in Q1 2025, selling an estimated $14.5K and leaving 7,824 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #366.

Legacy Advisors first reported a position in GBIL in Q2 2021 and has held it in 13 quarters since. The position peaked at $799K in Q4 2024. 343 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

Legacy Advisors held 7,824 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $250K as of Q1 2025.
Legacy Advisors sold 145 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $14.5K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #366 holding.
Legacy Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2021 and has held it in 13 quarters since.
Legacy Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $799K in Q4 2024.
343 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.