Values First Advisors
GBIL icon

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

Values First 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
Q3 		– Sell
-2,502
Closed -$251K – 185
2026
Q2 		$251K Buy
2,502
+22
+0.9% +$2.2K 0.11% 161
2026
Q1 		$249K Buy
2,480
+20
+0.8% +$2K 0.13% 150
2025
Q4 		$246K Buy
2,460
+41
+2% +$4.1K 0.13% 156
2025
Q3 		$243K Buy
2,419
+401
+20% +$40.1K 0.13% 145
2025
Q2 		$202K Sell
2,018
-984
-33% -$98.4K 0.11% 162
2025
Q1 		$301K Sell
3,002
-3
-0.1% -$300 0.18% 140
2024
Q4 		$300K Buy
3,005
+30
+1% +$3K 0.17% 139
2024
Q3 		$298K Sell
2,975
-7,804
-72% -$781K 0.16% 124
2024
Q2 		$1.08M Buy
10,779
+158
+1% +$15.8K 0.65% 52
2024
Q1 		$1.07M Sell
10,621
-4,219
-28% -$422K 0.63% 51
2023
Q4 		$1.48M Sell
14,840
-26,242
-64% -$2.62M 0.89% 35
2023
Q3 		$4.11M Buy
41,082
+1,798
+5% +$180K 2.66% 6
2023
Q2 		$3.93M Buy
39,284
+31,191
+385% +$3.12M 2.37% 6
2023
Q1 		$810K Buy
+8,093
New +$808K 0.52% 54

Other funds holding GBIL

Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
Sage Rhino Capital
Sage Rhino Capital Menlo Park, California $620M AUM 19.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Values First Advisors's GBIL Position: Q3 2026 in Review

Values First Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2026, closing a stake of 2,502 shares — an estimated $251K sold.

Values First Advisors first reported a position in GBIL in Q1 2023 and held it in 14 quarters. The position peaked at $4.11M in Q3 2023. 129 funds tracked by Wall St. Rank hold GBIL as of Q3 2026.

  • Values First Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2026 after selling out during the quarter.
  • Values First Advisors sold 2,502 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2026, an estimated $251K.
  • Values First Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2023 and held it in 14 quarters.
  • Values First Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $4.11M in Q3 2023.
  • 129 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.