ORG Partners’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

ORG Partners’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 Q2	–	Sell	-5,899	Closed	-$589K	–	1555
2025 Q1	$589K	Sell	5,899 -106	-2%	-$10.6K	0.15%	128
2024 Q4	$600K	Sell	6,005 -51	-0.8%	-$5.1K	0.08%	162
2024 Q3	$607K	Buy	6,056 +59	+1%	+$5.9K	0.1%	148
2024 Q2	$598K	Buy	+5,997	New	+$599K	0.07%	220

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

ORG Partners's GBIL Position: Q2 2025 in Review

ORG Partners sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025, closing a stake of 5,899 shares — an estimated $589K sold.

ORG Partners first reported a position in GBIL in Q2 2024 and held it in 4 quarters. The position peaked at $607K in Q3 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

ORG Partners reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 5,899 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2025, an estimated $589K.
ORG Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2024 and held it in 4 quarters.
ORG Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $607K in Q3 2024.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.