VFA
GBIL icon

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

Valeo 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 		$810K Hold
8,086
– – 0.02% 337
2026
Q1 		$810K Hold
8,086
– – 0.02% 301
2025
Q4 		$808K Buy
+8,086
New +$809K 0.02% 354

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

Valeo Financial Advisors's GBIL Position: Q2 2026 in Review

Valeo Financial Advisors held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q2 2026 at 8,086 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #337.

Valeo Financial Advisors first reported a position in GBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $810K in Q1 2026. 65 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Valeo Financial Advisors held 8,086 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $810K as of Q2 2026.
  • Valeo Financial Advisors left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q2 2026.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #337 holding.
  • Valeo Financial Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2025 and has held it in 3 quarters since.
  • Valeo Financial Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $810K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.