Turtle Creek Wealth Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Turtle Creek Wealth Advisors’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	$2.02M	Buy	20,125 +1,703	+9%	+$170K	0.15%	98
2025 Q4	$1.84M	Buy	18,422 +11,938	+184%	+$1.19M	0.15%	104
2025 Q3	$650K	Sell	6,484 -392	-6%	-$39.2K	0.06%	185
2025 Q2	$689K	Buy	+6,876	New	+$688K	0.08%	139
2024 Q4	–	Sell	-9,516	Closed	-$954K	–	104
2024 Q3	$954K	Buy	9,516 +1,533	+19%	+$153K	0.19%	76
2024 Q2	$799K	Sell	7,983 -84	-1%	-$8.39K	0.19%	72
2024 Q1	$814K	Buy	8,067 +3,812	+90%	+$381K	0.2%	77
2023 Q4	$424K	Buy	+4,255	New	+$425K	0.12%	98

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

Turtle Creek Wealth Advisors's GBIL Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 9.2% in Q1 2026, buying an estimated $170K and bringing the position to 20,125 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #98.

Turtle Creek Wealth Advisors first reported a position in GBIL in Q4 2023 and has held it in 8 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Turtle Creek Wealth Advisors held 20,125 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $2.02M as of Q1 2026.
Turtle Creek Wealth Advisors bought 1,703 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $170K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.15% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #98 holding.
Turtle Creek Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2023 and has held it in 8 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.