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

Sheets Smith 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 Q4	–	Sell	-4,253	Closed	-$426K	–	402
2025 Q3	$426K	Sell	4,253 -3,015	-41%	-$302K	0.05%	302
2025 Q2	$728K	Sell	7,268 -144,827	-95%	-$14.5M	0.09%	220
2025 Q1	$15.2M	Buy	152,095 +118,451	+352%	+$11.8M	1.89%	9
2024 Q4	$3.36M	Sell	33,644 -36,541	-52%	-$3.66M	0.41%	61
2024 Q3	$7.04M	Buy	70,185 +18,509	+36%	+$1.85M	0.86%	28
2024 Q2	$5.17M	Buy	51,676 +29,603	+134%	+$2.96M	0.62%	39
2024 Q1	$2.23M	Sell	22,073 -64,788	-75%	-$6.48M	0.25%	91
2023 Q4	$8.66M	Sell	86,861 -29,337	-25%	-$2.93M	1.23%	21
2023 Q3	$11.6M	Sell	116,198 -81,022	-41%	-$8.09M	1.77%	12
2023 Q2	$19.7M	Sell	197,220 -65,039	-25%	-$6.5M	2.88%	5
2023 Q1	$26.3M	Buy	262,259 +44,522	+20%	+$4.45M	4.01%	1
2022 Q4	$21.7M	Hold	217,737	–	–	3.4%	3
2022 Q3	$21.7M	Buy	+217,737	New	+$21.7M	3.63%	2

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

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

OAM

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

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

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

Sheets Smith Wealth Management's GBIL Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2025, closing a stake of 4,253 shares — an estimated $426K sold.

Sheets Smith Wealth Management first reported a position in GBIL in Q3 2022 and held it in 13 quarters. The position peaked at $26.3M in Q1 2023. 361 funds tracked by Wall St. Rank hold GBIL as of Q4 2025.

Sheets Smith Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q4 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,253 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q4 2025, an estimated $426K.
Sheets Smith Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and held it in 13 quarters.
Sheets Smith Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $26.3M in Q1 2023.
361 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.