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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
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 		$1.89M 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

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Perigon Wealth Management's GBIL Position: Q1 2026 in Review

Perigon Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 18% in Q1 2026, buying an estimated $1.1M and bringing the position to 72,702 shares worth $7.28M. The position accounts for 0.13% of the portfolio, ranked #157.

Perigon Wealth Management first reported a position in GBIL in Q3 2018 and has held it in 31 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Perigon Wealth Management held 72,702 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $7.28M as of Q1 2026.
  • Perigon Wealth Management bought 10,968 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $1.1M.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.13% of Perigon Wealth Management's portfolio in Q1 2026, its #157 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 31 quarters since.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.