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

SOA Wealth Advisors’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
Q1 		$12.9K Buy
129
+7
+6% +$700 ﹤0.01% 551
2025
Q4 		$12.1K Buy
122
+2
+2% +$200 ﹤0.01% 572
2025
Q3 		$12.1K Buy
+120
New +$12K ﹤0.01% 584

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

SOA Wealth Advisors's GBIL Position: Q1 2026 in Review

SOA Wealth Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 5.7% in Q1 2026, buying an estimated $700 and bringing the position to 129 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

SOA Wealth Advisors first reported a position in GBIL in Q3 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • SOA Wealth Advisors held 129 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $12.9K as of Q1 2026.
  • SOA Wealth Advisors bought 7 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $700.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #551 holding.
  • SOA Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.