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MW
MBL Wealth’s
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
Stock Holding History
MBL Wealth’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
$13.4M
Buy
133,676
+27,364
+26%
+$2.74M
1.01%
21
2025
Q4
$10.6M
Sell
106,312
-1,131
-1%
-$113K
0.85%
23
2025
Q3
$10.8M
Buy
107,443
+9,755
+10%
+$976K
0.94%
20
2025
Q2
$9.78M
Sell
97,688
-7,356
-7%
-$736K
0.94%
19
2025
Q1
$10.5M
Buy
105,044
+24,978
+31%
+$2.5M
1.07%
20
2024
Q4
$8M
Buy
80,066
+32,298
+68%
+$3.23M
0.81%
26
2024
Q3
$4.79M
Sell
47,768
-41,362
-46%
-$4.14M
0.52%
42
2024
Q2
$8.92M
Buy
89,130
+10,559
+13%
+$1.05M
1%
23
2024
Q1
$7.93M
Buy
78,571
+9,426
+14%
+$942K
0.9%
27
2023
Q4
$6.9M
Buy
69,145
+7,082
+11%
+$708K
0.86%
26
2023
Q3
$6.21M
Sell
62,063
-396
-0.6%
-$39.6K
0.88%
26
2023
Q2
$6.25M
Buy
62,459
+31,463
+102%
+$3.14M
0.88%
27
2023
Q1
$3.1M
Buy
30,996
+606
+2%
+$60.5K
0.49%
36
2022
Q4
$3.03M
Sell
30,390
-5,076
-14%
-$506K
0.58%
35
2022
Q3
$3.54M
Buy
+35,466
New
+$3.54M
0.76%
30
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33.44%
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
OAM
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$8.76B AUM
23.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
SJIC
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Southlake, Texas
$638M AUM
15.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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