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

Prosperity Financial 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
Q2 		$853K Buy
8,519
+5,043
+145% +$505K 0.26% 96
2026
Q1 		$348K Buy
3,476
+405
+13% +$40.5K 0.13% 131
2025
Q4 		$307K Buy
+3,071
New +$307K 0.11% 134
2025
Q1 		– Sell
-2,609
Closed -$261K – 179
2024
Q4 		$261K Buy
+2,609
New +$261K 0.13% 132

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prosperity Financial Group's GBIL Position: Q2 2026 in Review

Prosperity Financial Group increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 145% in Q2 2026, buying an estimated $505K and bringing the position to 8,519 shares worth $853K. The position accounts for 0.26% of the portfolio, ranked #96.

Prosperity Financial Group first reported a position in GBIL in Q4 2024 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Prosperity Financial Group held 8,519 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $853K as of Q2 2026.
  • Prosperity Financial Group bought 5,043 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $505K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.26% of Prosperity Financial Group's portfolio in Q2 2026, its #96 holding.
  • Prosperity Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.