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

Lifelong Wealth 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	$1.1M	Buy	10,987 +5,094	+86%	+$510K	0.26%	38
2026 Q1	$590K	Buy	+5,893	New	+$590K	0.16%	49
2025 Q4	–	Sell	-3,045	Closed	-$305K	–	93
2025 Q3	$305K	Sell	3,045 -274	-8%	-$27.4K	0.09%	64
2025 Q2	$332K	Sell	3,319 -3,183	-49%	-$318K	0.11%	56
2025 Q1	$651K	Sell	6,502 -3,643	-36%	-$364K	0.31%	33
2024 Q4	$1.01M	Buy	+10,145	New	+$1.01M	0.46%	26

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

Lifelong Wealth Advisors's GBIL Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 86% in Q2 2026, buying an estimated $510K and bringing the position to 10,987 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #38.

Lifelong Wealth Advisors first reported a position in GBIL in Q4 2024 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Lifelong Wealth Advisors held 10,987 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.1M as of Q2 2026.
Lifelong Wealth Advisors bought 5,094 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $510K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.26% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Lifelong Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 6 quarters since.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.