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

Waterway 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 		– Sell
-144,931
Closed -$11.7M – 101
2026
Q1 		$11.7M Sell
144,931
-68,095
-32% -$6.81M 2.6% 11
2025
Q4 		$18M Buy
213,026
+4,024
+2% +$403K 4.07% 9
2025
Q3 		$17.8M Buy
+209,002
New +$20.9M 4.25% 9

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

Waterway Wealth Management's GBIL Position: Q2 2026 in Review

Waterway Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q2 2026, closing a stake of 144,931 shares — an estimated $11.7M sold.

Waterway Wealth Management first reported a position in GBIL in Q3 2025 and held it in 3 quarters. The position peaked at $18M in Q4 2025. 56 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

  • Waterway Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q2 2026 after selling out during the quarter.
  • Waterway Wealth Management sold 144,931 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $11.7M.
  • Waterway Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2025 and held it in 3 quarters.
  • Waterway Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $18M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

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