Tru Independence Asset Management 2’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Tru Independence Asset Management 2’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	$3.09M	Hold	30,831	–	–	1.9%	17
2025 Q4	$3.09M	Hold	30,831	–	–	1.94%	16
2025 Q3	$3.09M	Sell	30,831 -350	-1%	-$35K	2.03%	17
2025 Q2	$3.12M	Buy	31,181 +350	+1%	+$35K	2.14%	15
2025 Q1	$3.09M	Sell	30,831 -27,576	-47%	-$2.76M	2.31%	12
2024 Q4	$5.86M	Hold	58,407	–	–	4.88%	5
2024 Q3	$5.86M	Buy	+58,407	New	+$5.84M	4.94%	5

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

Tru Independence Asset Management 2's GBIL Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q1 2026 at 30,831 shares worth $3.09M. The position accounts for 1.9% of the portfolio, ranked #17.

Tru Independence Asset Management 2 first reported a position in GBIL in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.86M in Q4 2024. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Tru Independence Asset Management 2 held 30,831 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $3.09M as of Q1 2026.
Tru Independence Asset Management 2 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 1.9% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #17 holding.
Tru Independence Asset Management 2 first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2024 and has held it in 7 quarters since.
Tru Independence Asset Management 2's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $5.86M 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 Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.