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 Q2	$1.17M	Buy	11,669 +1,223	+12%	+$122K	0.01%	836
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 $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors's GBIL Position: Q2 2026 in Review

Waverly Advisors increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 11,669 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #836.

Waverly Advisors first reported a position in GBIL in Q3 2017 and has held it in 31 quarters since. 383 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Waverly Advisors held 11,669 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $1.17M as of Q2 2026.
Waverly Advisors bought 1,223 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $122K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #836 holding.
Waverly Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q3 2017 and has held it in 31 quarters since.
383 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.