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Sowell Financial Services’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Sowell Financial Services’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 		$3.81M Buy
38,014
+3,943
+12% +$394K 0.12% 179
2026
Q1 		$3.41M Buy
34,071
+2,447
+8% +$245K 0.13% 176
2025
Q4 		$3.16M Sell
31,624
-1,584
-5% -$159K 0.12% 180
2025
Q3 		$3.33M Sell
33,208
-549
-2% -$54.9K 0.13% 170
2025
Q2 		$3.38M Buy
33,757
+2,172
+7% +$217K 0.14% 153
2025
Q1 		$3.16M Buy
31,585
+7,967
+34% +$797K 0.14% 150
2024
Q4 		$2.36M Sell
23,618
-140,984
-86% -$14.1M 0.12% 182
2024
Q3 		$16.5M Sell
164,602
-5,866
-3% -$587K 0.77% 19
2024
Q2 		$17.1M Sell
170,468
-4,349
-2% -$434K 0.81% 20
2024
Q1 		$17.6M Sell
174,817
-51,930
-23% -$5.19M 0.83% 17
2023
Q4 		$22.7M Buy
226,747
+59,442
+36% +$5.94M 1.23% 10
2023
Q3 		$16.7M Buy
167,305
+156,897
+1,507% +$15.7M 1.05% 15
2023
Q2 		$1.04M Buy
+10,408
New +$1.04M 0.06% 349
2021
Q2 		– Sell
-317
Closed -$32K – 1361
2021
Q1 		$32K Hold
317
– – ﹤0.01% 1842
2020
Q4 		$32K Hold
317
– – ﹤0.01% 1555
2020
Q3 		$32K Buy
317
+221
+230% +$22.2K ﹤0.01% 1363
2020
Q2 		$10K Sell
96
-1,036
-92% -$104K ﹤0.01% 1690
2020
Q1 		$114K Buy
1,132
+950
+522% +$95.4K 0.01% 803
2019
Q4 		$18K Buy
+182
New +$18.3K ﹤0.01% 1468

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 22.9% 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

Sowell Financial Services's GBIL Position: Q2 2026 in Review

Sowell Financial Services increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 12% in Q2 2026, buying an estimated $394K and bringing the position to 38,014 shares worth $3.81M. The position accounts for 0.12% of the portfolio, ranked #179.

Sowell Financial Services first reported a position in GBIL in Q4 2019 and has held it in 19 quarters since. The position peaked at $22.7M in Q4 2023. 383 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Sowell Financial Services held 38,014 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $3.81M as of Q2 2026.
  • Sowell Financial Services bought 3,943 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $394K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #179 holding.
  • Sowell Financial Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2019 and has held it in 19 quarters since.
  • Sowell Financial Services's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $22.7M in Q4 2023.
  • 383 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.