Legacy Wealth Management (Idaho)’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.05M	Sell	10,500 -8,015	-43%	-$802K	0.43%	63
2026 Q1	$1.86M	Sell	18,515 -5,960	-24%	-$596K	0.92%	23
2025 Q4	$2.45M	Sell	24,475 -6,349	-21%	-$635K	1.17%	19
2025 Q3	$3.09M	Buy	30,824 +7,962	+35%	+$796K	1.4%	16
2025 Q2	$2.29M	Sell	22,862 -11,612	-34%	-$1.16M	1.19%	17
2025 Q1	$3.45M	Sell	34,474 -13,831	-29%	-$1.38M	2.44%	10
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

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 Wealth Management (Idaho)'s GBIL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 43% in Q2 2026, selling an estimated $802K and leaving 10,500 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #63.

Legacy Wealth Management (Idaho) first reported a position in GBIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q3 2024. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Legacy Wealth Management (Idaho) held 10,500 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.05M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 8,015 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $802K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.43% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #63 holding.
Legacy Wealth Management (Idaho) first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $10.9M in Q3 2024.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.