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

Robertson Stephens Wealth Management’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	$14.5M	Sell	144,376 -13,525	-9%	-$1.35M	0.36%	52
2026 Q1	$15.8M	Buy	157,901 +21,245	+16%	+$2.13M	0.44%	42
2025 Q4	$13.7M	Sell	136,656 -1,762	-1%	-$176K	0.36%	50
2025 Q3	$13.9M	Sell	138,418 -47,988	-26%	-$4.8M	0.42%	46
2025 Q2	$18.7M	Sell	186,406 -39,225	-17%	-$3.92M	0.59%	37
2025 Q1	$22.6M	Sell	225,631 -44,702	-17%	-$4.47M	0.78%	25
2024 Q4	$27.1M	Buy	270,333 +25,829	+11%	+$2.58M	0.96%	20
2024 Q3	$24.5M	Sell	244,504 -19,182	-7%	-$1.92M	0.89%	24
2024 Q2	$26.4M	Sell	263,686 -20,278	-7%	-$2.03M	1.33%	16
2024 Q1	$28.6M	Sell	283,964 -61,788	-18%	-$6.18M	1.52%	14
2023 Q4	$34.7M	Sell	345,752 -43,935	-11%	-$4.39M	2.11%	9
2023 Q3	$39M	Buy	389,687 +95,859	+33%	+$9.58M	2.63%	5
2023 Q2	$29.4M	Buy	293,828 +236,710	+414%	+$23.6M	2.08%	7
2023 Q1	$5.72M	Buy	+57,118	New	+$5.7M	0.44%	44

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

Robertson Stephens Wealth Management's GBIL Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 8.6% in Q2 2026, selling an estimated $1.35M and leaving 144,376 shares worth $14.5M. The position accounts for 0.36% of the portfolio, ranked #52.

Robertson Stephens Wealth Management first reported a position in GBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $39M in Q3 2023. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Robertson Stephens Wealth Management held 144,376 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $14.5M as of Q2 2026.
Robertson Stephens Wealth Management sold 13,525 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $1.35M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.36% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #52 holding.
Robertson Stephens Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and has held it in 14 quarters since.
Robertson Stephens Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $39M in Q3 2023.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.