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

Modera Wealth Management’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	–	Sell	-8,124	Closed	-$812K	–	646
2025 Q4	$812K	Buy	8,124 +281	+4%	+$28.1K	0.01%	360
2025 Q3	$786K	Buy	7,843 +86	+1%	+$8.6K	0.01%	372
2025 Q2	$777K	Sell	7,757 -89	-1%	-$8.9K	0.01%	365
2025 Q1	$786K	Sell	7,846 -2,494	-24%	-$249K	0.01%	354
2024 Q4	$1.03M	Buy	+10,340	New	+$1.03M	0.01%	324

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Modera Wealth Management's GBIL Position: Q1 2026 in Review

Modera Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026, closing a stake of 8,124 shares — an estimated $812K sold.

Modera Wealth Management first reported a position in GBIL in Q4 2024 and held it in 5 quarters. The position peaked at $1.03M in Q4 2024. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Modera Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2026 after selling out during the quarter.
Modera Wealth Management sold 8,124 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $812K.
Modera Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and held it in 5 quarters.
Modera Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.03M in Q4 2024.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.