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

Naviter Wealth’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
2025 Q3	–	Sell	-2,415	Closed	-$242K	–	268
2025 Q2	$242K	Buy	+2,415	New	+$242K	0.03%	250
2025 Q1	–	Sell	-2,450	Closed	-$246K	–	284
2024 Q4	$246K	Sell	2,450 -790	-24%	-$79K	0.03%	244
2024 Q3	$325K	Hold	3,240	–	–	0.05%	198
2024 Q2	$324K	Sell	3,240 -510	-14%	-$50.9K	0.05%	194
2024 Q1	$378K	Hold	3,750	–	–	0.06%	193
2023 Q4	$376K	Buy	+3,750	New	+$375K	0.08%	181

Other funds holding GBIL

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

AACR

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Naviter Wealth's GBIL Position: Q3 2025 in Review

Naviter Wealth sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2025, closing a stake of 2,415 shares — an estimated $242K sold.

Naviter Wealth first reported a position in GBIL in Q4 2023 and held it in 6 quarters. The position peaked at $378K in Q1 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q3 2025.

Naviter Wealth reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2025 after selling out during the quarter.
Naviter Wealth sold 2,415 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2025, an estimated $242K.
Naviter Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and held it in 6 quarters.
Naviter Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $378K in Q1 2024.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2025.

Based on Naviter Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.