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 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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Upper Left Wealth Management's GBIL Position: Q2 2026 in Review

Upper Left Wealth Management reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 4.9% in Q2 2026, selling an estimated $14.9K and leaving 2,868 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #65.

Upper Left Wealth Management first reported a position in GBIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $503K in Q1 2023. 59 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Upper Left Wealth Management held 2,868 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $287K as of Q2 2026.
Upper Left Wealth Management sold 149 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $14.9K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.16% of Upper Left Wealth Management's portfolio in Q2 2026, its #65 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 15 quarters since.
Upper Left Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $503K in Q1 2023.
59 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.