Strategic Family Wealth Counselors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Strategic Family Wealth Counselors’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	$548K	Buy	5,467 +1,025	+23%	+$103K	0.13%	100
2026 Q1	$445K	Buy	4,442 +854	+24%	+$85.5K	0.12%	102
2025 Q4	$359K	Buy	3,588 +1,376	+62%	+$138K	0.08%	156
2025 Q3	$222K	Sell	2,212 -188	-8%	-$18.8K	0.06%	142
2025 Q2	$240K	Sell	2,400 -621	-21%	-$62.1K	0.07%	129
2025 Q1	$303K	Sell	3,021 -1,766	-37%	-$177K	0.1%	111
2024 Q4	$478K	Buy	4,787 +707	+17%	+$70.7K	0.16%	82
2024 Q3	$409K	Buy	4,080 +1,777	+77%	+$178K	0.14%	86
2024 Q2	$230K	Buy	+2,303	New	+$230K	0.09%	111

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

Strategic Family Wealth Counselors's GBIL Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 23% in Q2 2026, buying an estimated $103K and bringing the position to 5,467 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #100.

Strategic Family Wealth Counselors first reported a position in GBIL in Q2 2024 and has held it in 9 quarters since. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Strategic Family Wealth Counselors held 5,467 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $548K as of Q2 2026.
Strategic Family Wealth Counselors bought 1,025 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $103K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.13% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #100 holding.
Strategic Family Wealth Counselors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2024 and has held it in 9 quarters since.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.