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Summit Financial’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Summit Financial’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 		$383K Buy
3,828
+10
+0.3% +$1K ﹤0.01% 1205
2026
Q1 		$383K Buy
+3,818
New +$382K ﹤0.01% 1080
2025
Q4 		– Sell
-2,443
Closed -$245K – 1297
2025
Q3 		$245K Buy
+2,443
New +$244K ﹤0.01% 1135

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial's GBIL Position: Q2 2026 in Review

Summit Financial increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.26% in Q2 2026, buying an estimated $1K and bringing the position to 3,828 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Summit Financial first reported a position in GBIL in Q3 2025 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Summit Financial held 3,828 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $383K as of Q2 2026.
  • Summit Financial bought 10 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $1K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1205 holding.
  • Summit Financial first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2025 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.