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 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 $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

Tradition Wealth Management's GBIL Position: Q1 2026 in Review

Tradition Wealth Management held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q1 2026 at 5,114 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #286.

Tradition Wealth Management first reported a position in GBIL in Q3 2023 and has held it in 11 quarters since. The position peaked at $525K in Q1 2024. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Tradition Wealth Management held 5,114 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $512K as of Q1 2026.
Tradition Wealth Management left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q1 2026.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #286 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 11 quarters since.
Tradition Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $525K in Q1 2024.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.