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

LM 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
2025 Q2	–	Sell	-2,000	Closed	-$200K	–	210
2025 Q1	$200K	Buy	+2,000	New	+$200K	0.04%	215
2024 Q2	–	Sell	-2,000	Closed	-$202K	–	201
2024 Q1	$202K	Buy	+2,000	New	+$200K	0.03%	210

Other funds holding GBIL

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

LM Advisors's GBIL Position: Q2 2025 in Review

LM Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025, closing a stake of 2,000 shares — an estimated $200K sold.

LM Advisors first reported a position in GBIL in Q1 2024 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

LM Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 2,000 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2025, an estimated $200K.
LM Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2024 and held it in 2 quarters.
LM Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $202K in Q1 2024.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.