Oak Family Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Oak Family 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
2025 Q4	–	Sell	-7,557	Closed	-$757K	–	117
2025 Q3	$757K	Sell	7,557 -3,162	-29%	-$316K	0.19%	67
2025 Q2	$1.07M	Buy	10,719 +8,709	+433%	+$871K	0.34%	55
2025 Q1	$201K	Sell	2,010 -390	-16%	-$39K	0.07%	88
2024 Q4	$240K	Buy	+2,400	New	+$240K	0.09%	97

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oak Family Advisors's GBIL Position: Q4 2025 in Review

Oak Family Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2025, closing a stake of 7,557 shares — an estimated $757K sold.

Oak Family Advisors first reported a position in GBIL in Q4 2024 and held it in 4 quarters. The position peaked at $1.07M in Q2 2025. 361 funds tracked by Wall St. Rank hold GBIL as of Q4 2025.

Oak Family Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2025 after selling out during the quarter.
Oak Family Advisors sold 7,557 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2025, an estimated $757K.
Oak Family Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and held it in 4 quarters.
Oak Family Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.07M in Q2 2025.
361 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2025.

Based on Oak Family Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.