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

Strategic Wealth Partners’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	$481K	Sell	4,797 -1,061	-18%	-$106K	0.03%	202
2026 Q1	$587K	Sell	5,858 -3,420	-37%	-$342K	0.04%	185
2025 Q4	$927K	Sell	9,278 -42,261	-82%	-$4.23M	0.06%	156
2025 Q3	$5.17M	Sell	51,539 -1,646	-3%	-$165K	0.39%	71
2025 Q2	$5.33M	Buy	+53,185	New	+$5.32M	0.42%	70
2024 Q4	$6.55M	Buy	65,520 +52,371	+398%	+$5.24M	0.54%	69
2024 Q3	$1.32M	Sell	13,149 -222	-2%	-$22.2K	0.13%	126
2024 Q2	$1.34M	Buy	13,371 +973	+8%	+$97.2K	0.14%	117
2024 Q1	$1.25M	Sell	12,398 -2,702	-18%	-$270K	0.14%	115
2023 Q4	$1.51M	Sell	15,100 -38,091	-72%	-$3.81M	0.19%	98
2023 Q3	$5.32M	Buy	53,191 +2,577	+5%	+$257K	0.7%	33
2023 Q2	$5.06M	Sell	50,614 -16,575	-25%	-$1.66M	0.66%	32
2023 Q1	$6.73M	Buy	67,189 +19,195	+40%	+$1.92M	1.03%	17
2022 Q4	$4.79M	Buy	+47,994	New	+$4.79M	0.89%	24

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 Wealth Partners's GBIL Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 18% in Q2 2026, selling an estimated $106K and leaving 4,797 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #202.

Strategic Wealth Partners first reported a position in GBIL in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.73M in Q1 2023. 381 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Strategic Wealth Partners held 4,797 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $481K as of Q2 2026.
Strategic Wealth Partners sold 1,061 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $106K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #202 holding.
Strategic Wealth Partners first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $6.73M in Q1 2023.
381 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.