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Regal Investment Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Regal Investment Advisors’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
2025
Q1 		– Sell
-2,897
Closed -$289K – 472
2024
Q4 		$289K Sell
2,897
-1,239
-30% -$124K 0.02% 411
2024
Q3 		$415K Buy
4,136
+1
+0% +$100 0.03% 385
2024
Q2 		$414K Buy
4,135
+2
+0% +$200 0.03% 390
2024
Q1 		$417K Sell
4,133
-902
-18% -$90.2K 0.03% 391
2023
Q4 		$502K Sell
5,035
-37
-0.7% -$3.7K 0.04% 322
2023
Q3 		$508K Sell
5,072
-525
-9% -$52.4K 0.04% 290
2023
Q2 		$560K Buy
5,597
+153
+3% +$15.3K 0.05% 276
2023
Q1 		$545K Buy
5,444
+163
+3% +$16.3K 0.05% 276
2022
Q4 		$527K Sell
5,281
-525
-9% -$52.4K 0.05% 268
2022
Q3 		$580K Sell
5,806
-202
-3% -$20.2K 0.06% 239
2022
Q2 		$600K Buy
6,008
+518
+9% +$51.8K 0.06% 252
2022
Q1 		$549K Sell
5,490
-808
-13% -$80.8K 0.05% 297
2021
Q4 		$630K Buy
6,298
+143
+2% +$14.3K 0.06% 302
2021
Q3 		$616K Sell
6,155
-320
-5% -$32K 0.06% 305
2021
Q2 		$648K Buy
+6,475
New +$648K 0.07% 295
2021
Q1 		– Sell
-6,330
Closed -$634K – 184
2020
Q4 		$634K Buy
+6,330
New +$634K 0.07% 247
2020
Q3 		– Sell
-8,120
Closed -$816K – 93
2020
Q2 		$816K Buy
+8,120
New +$817K 0.15% 141

Other funds holding GBIL

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regal Investment Advisors's GBIL Position: Q1 2025 in Review

Regal Investment Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2025, closing a stake of 2,897 shares — an estimated $289K sold.

Regal Investment Advisors first reported a position in GBIL in Q2 2020 and held it in 17 quarters. The position peaked at $816K in Q2 2020. 343 funds tracked by Wall St. Rank hold GBIL as of Q1 2025.

  • Regal Investment Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 2,897 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2025, an estimated $289K.
  • Regal Investment Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2020 and held it in 17 quarters.
  • Regal Investment Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $816K in Q2 2020.
  • 343 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.