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Spartan Planning & Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Spartan Planning & Wealth Management’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 		$7.42M Buy
+74,051
New +$7.41M 5.49% 4

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

Spartan Planning & Wealth Management's GBIL Position: Q1 2026 in Review

Spartan Planning & Wealth Management opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026: 74,051 shares worth $7.42M. The stake represents 5.49% of the portfolio and ranks #4 among its holdings.

370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Spartan Planning & Wealth Management held 74,051 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $7.42M as of Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Spartan Planning & Wealth Management position in Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 5.49% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #4 holding.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.