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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
Q2 		$473K Sell
4,719
-1,219
-21% -$122K 0.34% 62
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 $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

Synergy Financial Group's GBIL Position: Q2 2026 in Review

Synergy Financial Group reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 21% in Q2 2026, selling an estimated $122K and leaving 4,719 shares worth $473K. The position accounts for 0.34% of the portfolio, ranked #62.

Synergy Financial Group first reported a position in GBIL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2024. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Synergy Financial Group held 4,719 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $473K as of Q2 2026.
  • Synergy Financial Group sold 1,219 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $122K.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.34% of Synergy Financial Group's portfolio in Q2 2026, its #62 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 16 quarters since.
  • Synergy Financial Group's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.12M in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.