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

North Berkeley Wealth 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 		– Sell
-5,515
Closed -$551K – 77
2025
Q4 		$551K Buy
+5,515
New +$552K 0.33% 44

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

North Berkeley Wealth Management's GBIL Position: Q1 2026 in Review

North Berkeley Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026, closing a stake of 5,515 shares — an estimated $551K sold.

North Berkeley Wealth Management first reported a position in GBIL in Q4 2025 and held it in 1 quarter. The position peaked at $551K in Q4 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • North Berkeley Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2026 after selling out during the quarter.
  • North Berkeley Wealth Management sold 5,515 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $551K.
  • North Berkeley Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and held it in 1 quarter.
  • North Berkeley Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $551K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.