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

Unique Wealth Strategies’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 		$200K Buy
+2,001
New +$200K 0.07% 213
2024
Q3 		– Sell
-2,607
Closed -$263K – 386
2024
Q2 		$263K Hold
2,607
– – 0.12% 168
2024
Q1 		$263K Buy
+2,607
New +$261K 0.13% 168

Other funds holding GBIL

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Unique Wealth Strategies's GBIL Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2026: 2,001 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #213 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in GBIL as recently as Q2 2024.

Unique Wealth Strategies first reported a position in GBIL in Q1 2024 and has held it in 3 quarters since. The position peaked at $263K in Q2 2024. 67 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Unique Wealth Strategies held 2,001 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $200K as of Q2 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Unique Wealth Strategies position in Q2 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.07% of Unique Wealth Strategies's portfolio in Q2 2026, its #213 holding.
  • Unique Wealth Strategies first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2024 and has held it in 3 quarters since.
  • Unique Wealth Strategies's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $263K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.