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

Moneta Group Investment 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 		$306K Buy
+3,054
New +$306K ﹤0.01% 688
2026
Q1 		– Sell
-2,123
Closed -$212K – 827
2025
Q4 		$212K Buy
+2,123
New +$212K ﹤0.01% 764

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 $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moneta Group Investment Advisors's GBIL Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2026: 3,054 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in GBIL as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in GBIL in Q4 2025 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Moneta Group Investment Advisors held 3,054 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $306K as of Q2 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Moneta Group Investment Advisors position in Q2 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #688 holding.
  • Moneta Group Investment Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.