Tradition Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Tradition Wealth Management’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	$501K	Sell	5,000 -114	-2%	-$11.4K	0.03%	311
2026 Q1	$512K	Hold	5,114	–	–	0.04%	286
2025 Q4	$511K	Buy	5,114 +114	+2%	+$11.4K	0.04%	285
2025 Q3	$501K	Hold	5,000	–	–	0.04%	286
2025 Q2	$501K	Hold	5,000	–	–	0.04%	267
2025 Q1	$501K	Hold	5,000	–	–	0.04%	251
2024 Q4	$500K	Hold	5,000	–	–	0.04%	243
2024 Q3	$501K	Sell	5,000 -200	-4%	-$20K	0.04%	243
2024 Q2	$520K	Hold	5,200	–	–	0.05%	225
2024 Q1	$525K	Hold	5,200	–	–	0.05%	218
2023 Q4	$519K	Buy	5,200 +5,142	+8,866%	+$514K	0.05%	186
2023 Q3	$6K	Buy	+58	New	+$5.79K	﹤0.01%	1127

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 22.96% 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

Tradition Wealth Management's GBIL Position: Q2 2026 in Review

Tradition Wealth Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 2.2% in Q2 2026, selling an estimated $11.4K and leaving 5,000 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #311.

Tradition Wealth Management first reported a position in GBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $525K in Q1 2024. 381 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Tradition Wealth Management held 5,000 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $501K as of Q2 2026.
Tradition Wealth Management sold 114 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $11.4K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #311 holding.
Tradition Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2023 and has held it in 12 quarters since.
Tradition Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $525K in Q1 2024.
381 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.