Winch Advisory Services’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Winch Advisory Services’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	$11.9M	Sell	118,391 -1,135	-0.9%	-$114K	2.46%	12
2026 Q1	$12M	Buy	119,526 +2,040	+2%	+$204K	2.73%	11
2025 Q4	$11.7M	Buy	117,486 +37,734	+47%	+$3.78M	2.6%	13
2025 Q3	$7.99M	Buy	79,752 +12,063	+18%	+$1.21M	1.8%	13
2025 Q2	$6.78M	Buy	67,689 +18,843	+39%	+$1.88M	1.66%	15
2025 Q1	$4.89M	Buy	48,846 +6,295	+15%	+$630K	1.29%	17
2024 Q4	$4.25M	Buy	42,551 +29,306	+221%	+$2.93M	1.11%	21
2024 Q3	$1.33M	Buy	13,245 +10,271	+345%	+$1.03M	0.37%	39
2024 Q2	$298K	Buy	+2,974	New	+$297K	0.09%	74
2024 Q1	–	Sell	-48,589	Closed	-$4.85M	–	448
2023 Q4	$4.85M	Sell	48,589 -5,572	-10%	-$557K	1.61%	15
2023 Q3	$5.42M	Sell	54,161 -622	-1%	-$62.1K	1.99%	12
2023 Q2	$5.48M	Sell	54,783 -2,074	-4%	-$207K	1.97%	12
2023 Q1	$5.69M	Sell	56,857 -1,718	-3%	-$172K	2.21%	12
2022 Q4	$5.84M	Sell	58,575 -6,899	-11%	-$688K	2.49%	11
2022 Q3	$6.54M	Sell	65,474 -3,515	-5%	-$351K	2.81%	11
2022 Q2	$6.89M	Sell	68,989 -4,682	-6%	-$468K	2.81%	11
2022 Q1	$7.36M	Sell	73,671 -6,891	-9%	-$689K	2.56%	12
2021 Q4	$8.06M	Sell	80,562 -2,596	-3%	-$260K	2.66%	13
2021 Q3	$8.32M	Sell	83,158 -1,585	-2%	-$159K	2.9%	10
2021 Q2	$8.48M	Buy	84,743 +27,015	+47%	+$2.7M	3.05%	12
2021 Q1	$5.78M	Sell	57,728 -9,350	-14%	-$936K	2.32%	14
2020 Q4	$6.72M	Sell	67,078 -53,979	-45%	-$5.4M	2.79%	11
2020 Q3	$12.2M	Sell	121,057 -3,441	-3%	-$346K	5.15%	7
2020 Q2	$12.5M	Sell	124,498 -22,861	-16%	-$2.3M	5.95%	7
2020 Q1	$14.8M	Buy	+147,359	New	+$14.8M	7.38%	5

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 22.96% 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

Winch Advisory Services's GBIL Position: Q2 2026 in Review

Winch Advisory Services reduced its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 0.95% in Q2 2026, selling an estimated $114K and leaving 118,391 shares worth $11.9M. The position accounts for 2.46% of the portfolio, ranked #12.

Winch Advisory Services first reported a position in GBIL in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.8M in Q1 2020. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Winch Advisory Services held 118,391 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $11.9M as of Q2 2026.
Winch Advisory Services sold 1,135 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q2 2026, an estimated $114K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 2.46% of Winch Advisory Services's portfolio in Q2 2026, its #12 holding.
Winch Advisory Services first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2020 and has held it in 25 quarters since.
Winch Advisory Services's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $14.8M in Q1 2020.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.