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

Potentia Wealth’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 Q2	–	Sell	-12,928	Closed	-$1.3M	–	75
2026 Q1	$1.3M	Sell	12,928 -2,588	-17%	-$259K	0.5%	31
2025 Q4	$1.55M	Sell	15,516 -365	-2%	-$36.5K	0.57%	27
2025 Q3	$1.59M	Sell	15,881 -2,466	-13%	-$247K	0.61%	25
2025 Q2	$1.84M	Sell	18,347 -10,055	-35%	-$1.01M	1.05%	13
2025 Q1	$2.85M	Sell	28,402 -1,827	-6%	-$183K	1.33%	18
2024 Q4	$3.02M	Buy	+30,229	New	+$3.02M	1.34%	20

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Potentia Wealth's GBIL Position: Q2 2026 in Review

Potentia Wealth sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2026, closing a stake of 12,928 shares — an estimated $1.3M sold.

Potentia Wealth first reported a position in GBIL in Q4 2024 and held it in 6 quarters. The position peaked at $3.02M in Q4 2024. 383 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Potentia Wealth reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 12,928 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $1.3M.
Potentia Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and held it in 6 quarters.
Potentia Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.02M in Q4 2024.
383 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.