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

Mount Yale 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	$2.47M	Hold	24,666	–	–	0.05%	368
2026 Q1	$2.47M	Buy	24,666 +3,392	+16%	+$339K	0.06%	330
2025 Q4	$2.13M	Buy	21,274 +300	+1%	+$30K	0.1%	182
2025 Q3	$2.1M	Buy	+20,974	New	+$2.1M	0.15%	154
2025 Q2	–	Sell	-5,108	Closed	-$512K	–	1499
2025 Q1	$512K	Sell	5,108 -741	-13%	-$74.1K	0.04%	322
2024 Q4	$584K	Buy	+5,849	New	+$585K	0.05%	317

Other funds holding GBIL

AACR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mount Yale Investment Advisors's GBIL Position: Q2 2026 in Review

Mount Yale Investment Advisors held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q2 2026 at 24,666 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #368.

Mount Yale Investment Advisors first reported a position in GBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47M in Q1 2026. 383 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Mount Yale Investment Advisors held 24,666 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.47M as of Q2 2026.
Mount Yale Investment Advisors left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q2 2026.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #368 holding.
Mount Yale Investment Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.47M in Q1 2026.
383 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.