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

Symphony 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	$2.9M	Buy	28,958 +20,220	+231%	+$2.02M	0.38%	60
2025 Q4	$873K	Buy	+8,738	New	+$874K	0.12%	115
2024 Q4	–	Sell	-3,651	Closed	-$365K	–	231
2024 Q3	$365K	Buy	+3,651	New	+$365K	0.06%	164
2024 Q2	–	Sell	-2,326	Closed	-$235K	–	216
2024 Q1	$235K	Buy	+2,326	New	+$232K	0.05%	169

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

Symphony Financial's GBIL Position: Q1 2026 in Review

Symphony Financial increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 231% in Q1 2026, buying an estimated $2.02M and bringing the position to 28,958 shares worth $2.9M. The position accounts for 0.38% of the portfolio, ranked #60.

Symphony Financial first reported a position in GBIL in Q1 2024 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Symphony Financial held 28,958 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.9M as of Q1 2026.
Symphony Financial bought 20,220 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $2.02M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.38% of Symphony Financial's portfolio in Q1 2026, its #60 holding.
Symphony Financial first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2024 and has held it in 4 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.