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

Morton Capital 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	$326K	Buy	3,258 +56	+2%	+$5.6K	0.05%	93
2025 Q4	$320K	Buy	3,202 +2	+0.1%	+$200	0.05%	90
2025 Q3	$321K	Buy	3,200 +2	+0.1%	+$200	0.05%	91
2025 Q2	$320K	Sell	3,198 -68	-2%	-$6.8K	0.06%	91
2025 Q1	$327K	Buy	3,266 +2	+0.1%	+$200	0.06%	83
2024 Q4	$326K	Sell	3,264 -9	-0.3%	-$900	0.06%	83
2024 Q3	$328K	Buy	3,273 +1,003	+44%	+$100K	0.06%	81
2024 Q2	$227K	Sell	2,270 -18	-0.8%	-$1.8K	0.05%	90
2024 Q1	$231K	Sell	2,288 -829	-27%	-$82.9K	0.06%	93
2023 Q4	$311K	Sell	3,117 -251	-7%	-$25.1K	0.09%	77
2023 Q3	$337K	Sell	3,368 -5,226	-61%	-$522K	0.12%	67
2023 Q2	$860K	Sell	8,594 -88,356	-91%	-$8.83M	0.29%	35
2023 Q1	$9.71M	Buy	96,950 +79,831	+466%	+$7.97M	3.43%	7
2022 Q4	$1.71M	Buy	+17,119	New	+$1.71M	0.67%	15

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

Morton Capital Management's GBIL Position: Q1 2026 in Review

Morton Capital Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 1.7% in Q1 2026, buying an estimated $5.6K and bringing the position to 3,258 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #93.

Morton Capital Management first reported a position in GBIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.71M in Q1 2023. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Morton Capital Management held 3,258 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $326K as of Q1 2026.
Morton Capital Management bought 56 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $5.6K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.05% of Morton Capital Management's portfolio in Q1 2026, its #93 holding.
Morton Capital Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 14 quarters since.
Morton Capital Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $9.71M in Q1 2023.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.