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

Western 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 Q1	–	Sell	-6,144	Closed	-$614K	–	968
2025 Q4	$614K	Buy	+6,144	New	+$615K	0.03%	467
2022 Q4	–	Sell	-2,457	Closed	-$244K	–	672
2022 Q3	$244K	Buy	2,457 +69	+3%	+$6.89K	0.01%	693
2022 Q2	$236K	Sell	2,388 -1,083	-31%	-$108K	0.01%	683
2022 Q1	$348K	Buy	3,471 +1,194	+52%	+$119K	0.02%	623
2021 Q4	$227K	Buy	+2,277	New	+$228K	0.02%	549
2021 Q1	–	Sell	-10,684	Closed	-$1.07M	–	525
2020 Q4	$1.07M	Sell	10,684 -9,740	-48%	-$975K	0.16%	149
2020 Q3	$2.05M	Buy	20,424 +1,790	+10%	+$180K	0.34%	64
2020 Q2	$1.87M	Sell	18,634 -7,748	-29%	-$779K	0.34%	63
2020 Q1	$2.66M	Sell	26,382 -3,391	-11%	-$341K	0.61%	30
2019 Q4	$2.98M	Buy	29,773 +3,477	+13%	+$349K	0.45%	46
2019 Q3	$2.64M	Sell	26,296 -1,940	-7%	-$195K	0.55%	37
2019 Q2	$2.83M	Sell	28,236 -444	-2%	-$44.5K	0.37%	53
2019 Q1	$2.88M	Buy	28,680 +15,051	+110%	+$1.51M	0.64%	30
2018 Q4	$1.36M	Buy	+13,629	New	+$1.36M	0.37%	64

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

Western Wealth Management's GBIL Position: Q1 2026 in Review

Western Wealth Management sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q1 2026, closing a stake of 6,144 shares — an estimated $614K sold.

Western Wealth Management first reported a position in GBIL in Q4 2018 and held it in 14 quarters. The position peaked at $2.98M in Q4 2019. 370 funds tracked by Wall St. Rank hold GBIL as of Q1 2026.

Western Wealth Management reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q1 2026 after selling out during the quarter.
Western Wealth Management sold 6,144 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q1 2026, an estimated $614K.
Western Wealth Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2018 and held it in 14 quarters.
Western Wealth Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $2.98M in Q4 2019.
370 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.