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

Legacy Wealth Partners (Colorado)’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	$740K	Buy	7,389 +12	+0.2%	+$1.2K	0.17%	83
2026 Q1	$739K	Sell	7,377 -678	-8%	-$67.8K	0.19%	73
2025 Q4	$805K	Buy	+8,055	New	+$806K	0.21%	72

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 Partners (Colorado)'s GBIL Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.16% in Q2 2026, buying an estimated $1.2K and bringing the position to 7,389 shares worth $740K. The position accounts for 0.17% of the portfolio, ranked #83.

Legacy Wealth Partners (Colorado) first reported a position in GBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $805K in Q4 2025. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Legacy Wealth Partners (Colorado) held 7,389 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $740K as of Q2 2026.
Legacy Wealth Partners (Colorado) bought 12 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $1.2K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.17% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #83 holding.
Legacy Wealth Partners (Colorado) first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and has held it in 3 quarters since.
Legacy Wealth Partners (Colorado)'s Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $805K in Q4 2025.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.