SFG
GBIL icon

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

Synergy Financial Group’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 		$595K Buy
5,938
+1,566
+36% +$157K 0.45% 48
2025
Q4 		$437K Buy
4,372
+773
+21% +$77.4K 0.31% 63
2025
Q3 		$361K Buy
3,599
+479
+15% +$47.9K 0.24% 69
2025
Q2 		$312K Sell
3,120
-1,054
-25% -$105K 0.23% 81
2025
Q1 		$418K Sell
4,174
-7,081
-63% -$708K 0.38% 55
2024
Q4 		$1.12M Buy
11,255
+1,460
+15% +$146K 0.94% 26
2024
Q3 		$982K Sell
9,795
-583
-6% -$58.3K 0.93% 25
2024
Q2 		$1.04M Buy
10,378
+2,134
+26% +$213K 1.09% 21
2024
Q1 		$832K Buy
8,244
+1,798
+28% +$180K 0.94% 26
2023
Q4 		$643K Buy
6,446
+93
+1% +$9.29K 0.79% 30
2023
Q3 		$636K Buy
6,353
+879
+16% +$87.8K 0.89% 31
2023
Q2 		$548K Sell
5,474
-1,041
-16% -$104K 0.74% 34
2023
Q1 		$652K Buy
6,515
+3,978
+157% +$397K 1.06% 21
2022
Q4 		$253K Buy
2,537
+163
+7% +$16.3K 0.5% 57
2022
Q3 		$237K Buy
+2,374
New +$237K 0.36% 75

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

Synergy Financial Group's GBIL Position: Q1 2026 in Review

Synergy Financial Group increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 36% in Q1 2026, buying an estimated $157K and bringing the position to 5,938 shares worth $595K. The position accounts for 0.45% of the portfolio, ranked #48.

Synergy Financial Group first reported a position in GBIL in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q4 2024. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

  • Synergy Financial Group held 5,938 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $595K as of Q1 2026.
  • Synergy Financial Group bought 1,566 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $157K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.45% of Synergy Financial Group's portfolio in Q1 2026, its #48 holding.
  • Synergy Financial Group first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2022 and has held it in 15 quarters since.
  • Synergy Financial Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.12M in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

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