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

Legacy Investment Solutions’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
Q2 		$2.29M Buy
+22,862
New +$2.29M 1.19% 17
2024
Q4 		$4.83M Sell
48,305
-60,567
-56% -$6.06M 3.08% 9
2024
Q3 		$10.9M Buy
+108,872
New +$10.9M 6.35% 4

Other funds holding GBIL

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Legacy Investment Solutions's GBIL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025: 22,862 shares worth $2.29M. The stake represents 1.19% of the portfolio and ranks #17 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in GBIL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in GBIL in Q3 2024 and has held it in 3 quarters since. The position peaked at $10.9M in Q3 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

  • Legacy Investment Solutions held 22,862 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.29M as of Q2 2025.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 1.19% of Legacy Investment Solutions's portfolio in Q2 2025, its #17 holding.
  • Legacy Investment Solutions first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $10.9M in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.