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

Simplicity 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	-2,520	Closed	-$252K	–	621
2025 Q1	$252K	Buy	+2,520	New	+$252K	0.02%	460
2024 Q4	–	Sell	-2,474	Closed	-$248K	–	410
2024 Q3	$248K	Buy	2,474 +169	+7%	+$16.9K	0.02%	424
2024 Q2	$231K	Sell	2,305 -126	-5%	-$12.6K	0.01%	1048
2024 Q1	$245K	Buy	+2,431	New	+$243K	0.01%	993

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 22.96% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Simplicity Wealth's GBIL Position: Q2 2025 in Review

Simplicity Wealth sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2025, closing a stake of 2,520 shares — an estimated $252K sold.

Simplicity Wealth first reported a position in GBIL in Q1 2024 and held it in 4 quarters. The position peaked at $252K in Q1 2025. 334 funds tracked by Wall St. Rank hold GBIL as of Q2 2025.

Simplicity Wealth reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2025 after selling out during the quarter.
Simplicity Wealth sold 2,520 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2025, an estimated $252K.
Simplicity Wealth first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2024 and held it in 4 quarters.
Simplicity Wealth's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $252K 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 Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.