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 Q2	$848K	Sell	8,469 -20,489	-71%	-$2.05M	0.09%	143
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 $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 22.9% 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

Symphony Financial's GBIL Position: Q2 2026 in Review

Symphony Financial reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 71% in Q2 2026, selling an estimated $2.05M and leaving 8,469 shares worth $848K. The position accounts for 0.09% of the portfolio, ranked #143.

Symphony Financial first reported a position in GBIL in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.9M in Q1 2026. 383 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Symphony Financial held 8,469 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $848K as of Q2 2026.
Symphony Financial sold 20,489 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $2.05M.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #143 holding.
Symphony Financial first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2024 and has held it in 5 quarters since.
Symphony Financial's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.9M in Q1 2026.
383 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.