Upper Left Wealth Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Upper Left Wealth Management’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 Q3	$471K	Buy	4,706 +1,838	+64%	+$184K	0.24%	52
2026 Q2	$287K	Sell	2,868 -149	-5%	-$14.9K	0.16%	65
2026 Q1	$302K	Sell	3,017 -131	-4%	-$13.1K	0.18%	59
2025 Q4	$315K	Sell	3,148 -122	-4%	-$12.2K	0.19%	57
2025 Q3	$328K	Sell	3,270 -83	-2%	-$8.3K	0.21%	56
2025 Q2	$336K	Sell	3,353 -100	-3%	-$10K	0.22%	54
2025 Q1	$346K	Sell	3,453 -80	-2%	-$8K	0.25%	53
2024 Q4	$353K	Sell	3,533 -203	-5%	-$20.3K	0.3%	52
2024 Q3	$374K	Sell	3,736 -487	-12%	-$48.7K	0.33%	51
2024 Q2	$423K	Sell	4,223 -406	-9%	-$40.6K	0.38%	46
2024 Q1	$467K	Sell	4,629 -251	-5%	-$25.1K	0.43%	45
2023 Q4	$487K	Sell	4,880 -81	-2%	-$8.1K	0.48%	45
2023 Q3	$497K	Sell	4,961 -42	-0.8%	-$4.2K	0.52%	36
2023 Q2	$501K	Sell	5,003 -18	-0.4%	-$1.8K	0.56%	38
2023 Q1	$503K	Buy	5,021 +2,186	+77%	+$218K	0.57%	37
2022 Q4	$283K	Buy	+2,835	New	+$283K	0.33%	48

Other funds holding GBIL

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

WAG

Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Upper Left Wealth Management's GBIL Position: Q3 2026 in Review

Upper Left Wealth Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 64% in Q3 2026, buying an estimated $184K and bringing the position to 4,706 shares worth $471K. The position accounts for 0.24% of the portfolio, ranked #52.

Upper Left Wealth Management first reported a position in GBIL in Q4 2022 and has held it in 16 quarters since. The position peaked at $503K in Q1 2023. 78 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

Upper Left Wealth Management held 4,706 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $471K as of Q3 2026.
Upper Left Wealth Management bought 1,838 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $184K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.24% of Upper Left Wealth Management's portfolio in Q3 2026, its #52 holding.
Upper Left Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2022 and has held it in 16 quarters since.
Upper Left Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $503K in Q1 2023.
78 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.