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

Legacy Financial 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
2026 Q2	$265K	Sell	2,647 -2,646	-50%	-$265K	0.03%	371
2026 Q1	$530K	Buy	+5,293	New	+$530K	0.07%	232
2020 Q1	–	Sell	-19,968	Closed	-$2M	–	81
2019 Q4	$2M	Hold	19,968	–	–	0.63%	20
2019 Q3	$2M	Sell	19,968 -315	-2%	-$31.6K	0.67%	15
2019 Q2	$2.04M	Sell	20,283 -460	-2%	-$46.1K	0.72%	15
2019 Q1	$2.08M	Buy	+20,743	New	+$2.08M	0.7%	13

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

Legacy Financial Advisors's GBIL Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 50% in Q2 2026, selling an estimated $265K and leaving 2,647 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #371.

Legacy Financial Advisors first reported a position in GBIL in Q1 2019 and has held it in 6 quarters since. The position peaked at $2.08M in Q1 2019. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Legacy Financial Advisors held 2,647 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $265K as of Q2 2026.
Legacy Financial Advisors sold 2,646 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $265K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #371 holding.
Legacy Financial Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2019 and has held it in 6 quarters since.
Legacy Financial Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.08M in Q1 2019.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.