Retirement Capital Strategies’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Retirement Capital Strategies’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	$1.36M	Sell	13,576 -58,026	-81%	-$5.8M	0.47%	35
2026 Q1	$7.17M	Buy	71,602 +7,896	+12%	+$790K	2.71%	12
2025 Q4	$6.37M	Buy	63,706 +4,342	+7%	+$435K	2.36%	11
2025 Q3	$5.95M	Buy	59,364 +3,358	+6%	+$336K	2.28%	11
2025 Q2	$5.61M	Sell	56,006 -37,143	-40%	-$3.71M	2.22%	14
2025 Q1	$9.33M	Buy	93,149 +83,141	+831%	+$8.32M	3.64%	8
2024 Q4	$1,000K	Buy	+10,008	New	+$1M	0.38%	40
2024 Q1	–	Sell	-6,342	Closed	-$633K	–	73
2023 Q4	$633K	Sell	6,342 -102,954	-94%	-$10.3M	0.27%	47
2023 Q3	$10.9M	Buy	+109,296	New	+$10.9M	5.12%	8
2023 Q2	–	Sell	-51,373	Closed	-$5.14M	–	61
2023 Q1	$5.14M	Sell	51,373 -38,143	-43%	-$3.81M	2.5%	10
2022 Q4	$8.93M	Sell	89,516 -1,615	-2%	-$161K	4.38%	7
2022 Q3	$9.1M	Buy	+91,131	New	+$9.09M	4.16%	8

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Retirement Capital Strategies's GBIL Position: Q2 2026 in Review

Retirement Capital Strategies reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 81% in Q2 2026, selling an estimated $5.8M and leaving 13,576 shares worth $1.36M. The position accounts for 0.47% of the portfolio, ranked #35.

Retirement Capital Strategies first reported a position in GBIL in Q3 2022 and has held it in 12 quarters since. The position peaked at $10.9M in Q3 2023. 381 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Retirement Capital Strategies held 13,576 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.36M as of Q2 2026.
Retirement Capital Strategies sold 58,026 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $5.8M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.47% of Retirement Capital Strategies's portfolio in Q2 2026, its #35 holding.
Retirement Capital Strategies first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and has held it in 12 quarters since.
Retirement Capital Strategies's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $10.9M in Q3 2023.
381 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.