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SFS
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
–
1362
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
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$6.7B AUM
33.44%
1-Year Est. Return
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$52.8B AUM
15.34%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
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
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
SJIC
St. James Investment Company
Southlake, Texas
$638M AUM
15.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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