Private Advisory Group’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Private Advisory Group’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	$5.74M	Sell	57,293 -53,734	-48%	-$5.38M	0.38%	77
2025 Q4	$11.1M	Buy	111,027 +75,306	+211%	+$7.54M	0.87%	39
2025 Q3	$3.58M	Sell	35,721 -23,967	-40%	-$2.4M	0.29%	70
2025 Q2	$5.98M	Buy	59,688 +11,378	+24%	+$1.14M	0.54%	54
2025 Q1	$4.84M	Buy	48,310 +31,068	+180%	+$3.11M	0.54%	55
2024 Q4	$1.72M	Sell	17,242 -16,672	-49%	-$1.67M	0.19%	86
2024 Q3	$3.4M	Buy	33,914 +27,650	+441%	+$2.77M	0.41%	59
2024 Q2	$627K	Sell	6,264 -1,145	-15%	-$114K	0.08%	129
2024 Q1	$747K	Buy	7,409 +525	+8%	+$52.5K	0.11%	117
2023 Q4	$687K	Sell	6,884 -2,953	-30%	-$295K	0.12%	125
2023 Q3	$985K	Sell	9,837 -1,448	-13%	-$145K	0.19%	95
2023 Q2	$1.13M	Buy	11,285 +6,782	+151%	+$678K	0.22%	95
2023 Q1	$451K	Buy	+4,503	New	+$450K	0.1%	134

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 $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

Private Advisory Group's GBIL Position: Q1 2026 in Review

Private Advisory Group reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 48% in Q1 2026, selling an estimated $5.38M and leaving 57,293 shares worth $5.74M. The position accounts for 0.38% of the portfolio, ranked #77.

Private Advisory Group first reported a position in GBIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.1M in Q4 2025. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Private Advisory Group held 57,293 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $5.74M as of Q1 2026.
Private Advisory Group sold 53,734 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $5.38M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.38% of Private Advisory Group's portfolio in Q1 2026, its #77 holding.
Private Advisory Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and has held it in 13 quarters since.
Private Advisory Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $11.1M in Q4 2025.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.