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 Q2	$3.29M	Sell	32,816 -41,235	-56%	-$4.13M	2.19%	16
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 $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spartan Planning & Wealth Management's GBIL Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 56% in Q2 2026, selling an estimated $4.13M and leaving 32,816 shares worth $3.29M. The position accounts for 2.19% of the portfolio, ranked #16.

Spartan Planning & Wealth Management first reported a position in GBIL in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.42M in Q1 2026. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Spartan Planning & Wealth Management held 32,816 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $3.29M as of Q2 2026.
Spartan Planning & Wealth Management sold 41,235 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $4.13M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 2.19% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #16 holding.
Spartan Planning & Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2026 and has held it in 2 quarters since.
Spartan Planning & Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $7.42M 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 Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.