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 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 $6.7B AUM 33.44% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $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 $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Strategic Wealth Partners's GBIL Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 37% in Q1 2026, selling an estimated $342K and leaving 5,858 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #185.

Strategic Wealth Partners first reported a position in GBIL in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.73M in Q1 2023. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Strategic Wealth Partners held 5,858 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $587K as of Q1 2026.
Strategic Wealth Partners sold 3,420 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $342K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #185 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 13 quarters since.
Strategic Wealth Partners's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $6.73M in Q1 2023.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.