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 Q2	$636K	Sell	6,350 -321	-5%	-$32.1K	﹤0.01%	1002
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 $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's GBIL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 4.8% in Q2 2026, selling an estimated $32.1K and leaving 6,350 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

United Capital Financial Advisors first reported a position in GBIL in Q4 2018 and has held it in 13 quarters since. The position peaked at $4.78M in Q4 2018. 383 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

United Capital Financial Advisors held 6,350 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $636K as of Q2 2026.
United Capital Financial Advisors sold 321 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $32.1K.
Goldman Sachs Access Treasury 0-1 Year ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1002 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 13 quarters since.
United Capital Financial Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $4.78M in Q4 2018.
383 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.