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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
Q2 		$12.4K Sell
124
-5
-4% -$500 ﹤0.01% 581
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 $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SOA Wealth Advisors's GBIL Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 3.9% in Q2 2026, selling an estimated $500 and leaving 124 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

SOA Wealth Advisors first reported a position in GBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.9K in Q1 2026. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • SOA Wealth Advisors held 124 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $12.4K as of Q2 2026.
  • SOA Wealth Advisors sold 5 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $500.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #581 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 4 quarters since.
  • SOA Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $12.9K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.