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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
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 $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

Prosperity Financial Group's GBIL Position: Q1 2026 in Review

Prosperity Financial Group increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 13% in Q1 2026, buying an estimated $40.5K and bringing the position to 3,476 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #131.

Prosperity Financial Group first reported a position in GBIL in Q4 2024 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Prosperity Financial Group held 3,476 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $348K as of Q1 2026.
  • Prosperity Financial Group bought 405 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $40.5K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.13% of Prosperity Financial Group's portfolio in Q1 2026, its #131 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 3 quarters since.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.