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

Waverly 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 Q1	$1.05M	Buy	10,446 +2,206	+27%	+$221K	0.01%	817
2025 Q4	$824K	Buy	8,240 +2,815	+52%	+$282K	0.01%	821
2025 Q3	$544K	Sell	5,425 -9	-0.2%	-$900	0.01%	825
2025 Q2	$544K	Buy	5,434 +695	+15%	+$69.5K	0.01%	775
2025 Q1	$475K	Sell	4,739 -769	-14%	-$76.9K	0.01%	791
2024 Q4	$550K	Buy	+5,508	New	+$551K	0.01%	658
2023 Q3	–	Sell	-2,514	Closed	-$252K	–	410
2023 Q2	$252K	Hold	2,514	–	–	0.01%	321
2023 Q1	$252K	Hold	2,514	–	–	0.01%	258
2022 Q4	$251K	Hold	2,514	–	–	0.01%	239
2022 Q3	$251K	Hold	2,514	–	–	0.02%	210
2022 Q2	$251K	Hold	2,514	–	–	0.02%	182
2022 Q1	$251K	Hold	2,514	–	–	0.02%	174
2021 Q4	$251K	Hold	2,514	–	–	0.02%	178
2021 Q3	$252K	Hold	2,514	–	–	0.02%	188
2021 Q2	$252K	Hold	2,514	–	–	0.02%	166
2021 Q1	$252K	Hold	2,514	–	–	0.02%	153
2020 Q4	$252K	Hold	2,514	–	–	0.03%	131
2020 Q3	$252K	Hold	2,514	–	–	0.03%	122
2020 Q2	$253K	Sell	2,514 -528	-17%	-$53.1K	0.03%	118
2020 Q1	$307K	Hold	3,042	–	–	0.05%	103
2019 Q4	$305K	Sell	3,042 -49	-2%	-$4.92K	0.04%	108
2019 Q3	$310K	Buy	3,091 +49	+2%	+$4.91K	0.04%	101
2019 Q2	$305K	Hold	3,042	–	–	0.05%	95
2019 Q1	$305K	Hold	3,042	–	–	0.05%	92
2018 Q4	$304K	Hold	3,042	–	–	0.05%	88
2018 Q3	$305K	Hold	3,042	–	–	0.05%	149
2018 Q2	$305K	Hold	3,042	–	–	0.05%	144
2018 Q1	$304K	Hold	3,042	–	–	0.05%	146
2017 Q4	$304K	Hold	3,042	–	–	0.04%	194
2017 Q3	$305K	Buy	+3,042	New	+$304K	0.07%	177

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

Waverly Advisors's GBIL Position: Q1 2026 in Review

Waverly Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 27% in Q1 2026, buying an estimated $221K and bringing the position to 10,446 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #817.

Waverly Advisors first reported a position in GBIL in Q3 2017 and has held it in 30 quarters since. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Waverly Advisors held 10,446 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.05M as of Q1 2026.
Waverly Advisors bought 2,206 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $221K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #817 holding.
Waverly Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2017 and has held it in 30 quarters since.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.