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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
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 $6.7B AUM 33.44% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Summit Financial's GBIL Position: Q1 2026 in Review

Summit Financial opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026: 3,818 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: Summit Financial previously reported a position in GBIL as recently as Q3 2025.

Summit Financial first reported a position in GBIL in Q3 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Summit Financial held 3,818 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $383K as of Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Summit Financial position in Q1 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1080 holding.
  • Summit Financial first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.