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Leo H. Evart Inc’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Leo H. Evart Inc’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
Q1 		$2.87M Buy
+28,619
New +$2.86M 2.45% 13
2023
Q3 		$1.15M Sell
11,473
-418
-4% -$41.8K 1.76% 18
2023
Q2 		$1.19M Sell
11,891
-658
-5% -$65.7K 1.65% 18
2023
Q1 		$1.26M Buy
+12,549
New +$1.25M 1.84% 18

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

Leo H. Evart Inc's GBIL Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026: 28,619 shares worth $2.87M. The stake represents 2.45% of the portfolio and ranks #13 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in GBIL as recently as Q3 2023.

Leo H. Evart Inc first reported a position in GBIL in Q1 2023 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Leo H. Evart Inc held 28,619 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.87M as of Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Leo H. Evart Inc position in Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 2.45% of Leo H. Evart Inc's portfolio in Q1 2026, its #13 holding.
  • Leo H. Evart Inc first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.