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 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 $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 $424B AUM 22.94% 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

Retirement Capital Strategies's GBIL Position: Q1 2026 in Review

Retirement Capital Strategies increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 12% in Q1 2026, buying an estimated $790K and bringing the position to 71,602 shares worth $7.17M. The position accounts for 2.71% of the portfolio, ranked #12.

Retirement Capital Strategies first reported a position in GBIL in Q3 2022 and has held it in 11 quarters since. The position peaked at $10.9M in Q3 2023. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Retirement Capital Strategies held 71,602 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $7.17M as of Q1 2026.
Retirement Capital Strategies bought 7,896 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $790K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 2.71% of Retirement Capital Strategies's portfolio in Q1 2026, its #12 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 11 quarters since.
Retirement Capital Strategies's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $10.9M in Q3 2023.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.