Peak Asset Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Peak Asset 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	$1.58M	Buy	15,764 +1,650	+12%	+$165K	0.28%	64
2025 Q4	$1.41M	Buy	14,114 +2,216	+19%	+$222K	0.24%	68
2025 Q3	$1.19M	Buy	11,898 +9,390	+374%	+$939K	0.21%	69
2025 Q2	$251K	Sell	2,508 -275	-10%	-$27.5K	0.05%	133
2025 Q1	$279K	Buy	+2,783	New	+$278K	0.05%	118
2023 Q2	–	Sell	-4,298	Closed	-$430K	–	142
2023 Q1	$430K	Buy	4,298 +143	+3%	+$14.3K	0.11%	99
2022 Q4	$414K	Buy	4,155 +1,570	+61%	+$157K	0.11%	95
2022 Q3	$258K	Buy	+2,585	New	+$258K	0.07%	116

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

Peak Asset Management's GBIL Position: Q1 2026 in Review

Peak Asset Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 12% in Q1 2026, buying an estimated $165K and bringing the position to 15,764 shares worth $1.58M. The position accounts for 0.28% of the portfolio, ranked #64.

Peak Asset Management first reported a position in GBIL in Q3 2022 and has held it in 8 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Peak Asset Management held 15,764 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.58M as of Q1 2026.
Peak Asset Management bought 1,650 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $165K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.28% of Peak Asset Management's portfolio in Q1 2026, its #64 holding.
Peak Asset Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and has held it in 8 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.