United Capital Financial Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

United Capital Financial 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	$668K	Buy	6,671 +288	+5%	+$28.8K	﹤0.01%	930
2025 Q4	$638K	Sell	6,383 -450	-7%	-$45K	﹤0.01%	882
2025 Q3	$685K	Buy	6,833 +644	+10%	+$64.4K	﹤0.01%	765
2025 Q2	$620K	Buy	+6,189	New	+$619K	0.01%	727
2024 Q1	–	Sell	-2,399	Closed	-$239K	–	1101
2023 Q4	$239K	Sell	2,399 -973	-29%	-$97.2K	﹤0.01%	947
2023 Q3	$338K	Sell	3,372 -7,599	-69%	-$759K	﹤0.01%	710
2023 Q2	$1.1M	Sell	10,971 -872	-7%	-$87.1K	0.01%	535
2023 Q1	$1.19M	Buy	11,843 +2,772	+31%	+$277K	0.01%	538
2022 Q4	$904K	Buy	9,071 +6,421	+242%	+$640K	0.01%	627
2022 Q3	$265K	Buy	+2,650	New	+$264K	﹤0.01%	943
2021 Q1	–	Sell	-12,975	Closed	-$1.3M	–	1206
2020 Q4	$1.3M	Buy	+12,975	New	+$1.3M	0.01%	609
2019 Q1	–	Sell	-47,772	Closed	-$4.78M	–	1368
2018 Q4	$4.78M	Buy	+47,772	New	+$4.78M	0.04%	391

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

United Capital Financial Advisors's GBIL Position: Q1 2026 in Review

United Capital Financial Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 4.5% in Q1 2026, buying an estimated $28.8K and bringing the position to 6,671 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

United Capital Financial Advisors first reported a position in GBIL in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.78M in Q4 2018. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

United Capital Financial Advisors held 6,671 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $668K as of Q1 2026.
United Capital Financial Advisors bought 288 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $28.8K.
Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #930 holding.
United Capital Financial Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and has held it in 12 quarters since.
United Capital Financial Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $4.78M in Q4 2018.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.