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Ridgeline Wealth’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Ridgeline Wealth’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
Q2 		– Sell
-4,204
Closed -$421K – 53
2025
Q1 		$421K Sell
4,204
-1,253
-23% -$125K 0.36% 36
2024
Q4 		$545K Buy
+5,457
New +$546K 0.44% 31

Other funds holding GBIL

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Ridgeline Wealth's GBIL Position: Q2 2025 in Review

Ridgeline Wealth sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025, closing a stake of 4,204 shares — an estimated $421K sold.

Ridgeline Wealth first reported a position in GBIL in Q4 2024 and held it in 2 quarters. The position peaked at $545K in Q4 2024. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

  • Ridgeline Wealth reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2025 after selling out during the quarter.
  • Ridgeline Wealth sold 4,204 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2025, an estimated $421K.
  • Ridgeline Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2024 and held it in 2 quarters.
  • Ridgeline Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $545K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on Ridgeline Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.