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

Ruedi 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
2025 Q2	–	Sell	-113	Closed	-$11.3K	–	163
2025 Q1	$11.3K	Buy	113 +22	+24%	+$2.2K	﹤0.01%	156
2024 Q4	$9.13K	Hold	91	–	–	﹤0.01%	174
2024 Q3	$9.15K	Hold	91	–	–	﹤0.01%	177
2024 Q2	$9.12K	Sell	91 -13	-13%	-$1.3K	﹤0.01%	190
2024 Q1	$10.5K	Buy	104 +57	+121%	+$5.7K	﹤0.01%	160
2023 Q4	$4.66K	Buy	47 +8	+21%	+$799	﹤0.01%	174
2023 Q3	$3.9K	Buy	39 +4	+11%	+$400	﹤0.01%	164
2023 Q2	$3.55K	Buy	35 +3	+9%	+$300	﹤0.01%	174
2023 Q1	$3.23K	Buy	32 +31	+3,100%	+$3.1K	﹤0.01%	208
2022 Q4	$2.84K	Buy	+1	New	+$100	﹤0.01%	199

Other funds holding GBIL

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

AACR

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Ruedi Wealth Management's GBIL Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025, closing a stake of 113 shares — an estimated $11.3K sold.

Ruedi Wealth Management first reported a position in GBIL in Q4 2022 and held it in 10 quarters. The position peaked at $11.3K in Q1 2025. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

Ruedi Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 113 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2025, an estimated $11.3K.
Ruedi Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $11.3K in Q1 2025.
334 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.