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

Perigon 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
Q3 		$7.45M Buy
74,437
+73
+0.1% +$7.3K 0.11% 159
2026
Q2 		$7.45M Buy
74,364
+1,662
+2% +$166K 0.12% 166
2026
Q1 		$7.28M Buy
72,702
+10,968
+18% +$1.1M 0.13% 157
2025
Q4 		$6.17M Sell
61,734
-3,638
-6% -$364K 0.11% 169
2025
Q3 		$6.55M Buy
65,372
+8,501
+15% +$850K 0.13% 153
2025
Q2 		$5.7M Buy
56,871
+5,779
+11% +$578K 0.13% 149
2025
Q1 		$5.12M Buy
51,092
+5,096
+11% +$510K 0.13% 157
2024
Q4 		$4.6M Buy
45,996
+4,430
+11% +$443K 0.11% 171
2024
Q3 		$4.17M Buy
41,566
+2,331
+6% +$233K 0.11% 171
2024
Q2 		$3.93M Buy
39,235
+1,402
+4% +$140K 0.11% 165
2024
Q1 		$3.82M Sell
37,833
-1,844
-5% -$184K 0.12% 167
2023
Q4 		$3.96M Buy
39,677
+2,896
+8% +$289K 0.13% 153
2023
Q3 		$3.68M Sell
36,781
-1,820
-5% -$182K 0.15% 144
2023
Q2 		$3.86M Buy
38,601
+7,771
+25% +$776K 0.15% 140
2023
Q1 		$3.09M Buy
30,830
+3,069
+11% +$306K 0.18% 121
2022
Q4 		$2.77M Buy
27,761
+14,317
+106% +$1.43M 0.17% 135
2022
Q3 		$1.34M Buy
13,444
+9,532
+244% +$951K 0.12% 167
2022
Q2 		$391K Buy
3,912
+1,107
+39% +$111K 0.03% 369
2022
Q1 		$280K Sell
2,805
-29
-1% -$2.9K 0.02% 481
2021
Q4 		$284K Sell
2,834
-1,011
-26% -$101K 0.02% 466
2021
Q3 		$385K Sell
3,845
-789
-17% -$79K 0.03% 361
2021
Q2 		$464K Sell
4,634
-1,000
-18% -$100K 0.04% 323
2021
Q1 		$564K Sell
5,634
-884
-14% -$88.5K 0.06% 263
2020
Q4 		$653K Sell
6,518
-222
-3% -$22.2K 0.08% 205
2020
Q3 		$677K Buy
6,740
+1,501
+29% +$151K 0.09% 171
2020
Q2 		$526K Buy
5,239
+2,527
+93% +$254K 0.08% 195
2020
Q1 		$273K Sell
2,712
-18,753
-87% -$1.88M 0.05% 250
2019
Q4 		$2.15M Buy
21,465
+7,131
+50% +$716K 0.44% 49
2019
Q3 		$1.44M Buy
14,334
+672
+5% +$67.4K 0.34% 59
2019
Q2 		$1.37M Sell
13,662
-245
-2% -$24.6K 0.32% 61
2019
Q1 		$1.39M Sell
13,907
-4,926
-26% -$493K 0.32% 58
2018
Q4 		$1.88M Buy
18,833
+1,881
+11% +$188K 0.48% 47
2018
Q3 		$1.7M Buy
+16,952
New +$1.7M 0.42% 50

Other funds holding GBIL

Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Wilkerson Advisory Group
Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

Perigon Wealth Management's GBIL Position: Q3 2026 in Review

Perigon Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.1% in Q3 2026, buying an estimated $7.3K and bringing the position to 74,437 shares worth $7.45M. The position accounts for 0.11% of the portfolio, ranked #159.

Perigon Wealth Management first reported a position in GBIL in Q3 2018 and has held it in 33 quarters since. 102 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • Perigon Wealth Management held 74,437 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $7.45M as of Q3 2026.
  • Perigon Wealth Management bought 73 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $7.3K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.11% of Perigon Wealth Management's portfolio in Q3 2026, its #159 holding.
  • Perigon Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2018 and has held it in 33 quarters since.
  • 102 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.