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 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 $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 $424B AUM 22.96% 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 $9.63B AUM 30.32% 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

Potentia Wealth's GBIL Position: Q1 2026 in Review

Potentia Wealth reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 17% in Q1 2026, selling an estimated $259K and leaving 12,928 shares worth $1.3M. The position accounts for 0.5% of the portfolio, ranked #31.

Potentia Wealth first reported a position in GBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.02M in Q4 2024. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Potentia Wealth held 12,928 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.3M as of Q1 2026.
Potentia Wealth sold 2,588 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $259K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.5% of Potentia Wealth's portfolio in Q1 2026, its #31 holding.
Potentia Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $3.02M in Q4 2024.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.