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 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 $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

Mount Yale Investment Advisors's GBIL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 16% in Q1 2026, buying an estimated $339K and bringing the position to 24,666 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #330.

Mount Yale Investment Advisors first reported a position in GBIL in Q4 2024 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Mount Yale Investment Advisors held 24,666 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.47M as of Q1 2026.
Mount Yale Investment Advisors bought 3,392 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $339K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #330 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 5 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.