Waverly Advisors, LLC

Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF

CIK 1568787 BIRMINGHAM, AL

Position in GBIL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,168,767

+$122,183 QoQ

Shares Held

11,669

+11.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#59

of 117 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,168,767	11,669	+11.7%	Shares	Sole	2026-08-14
2026-03-31	$1,046,584	10,446	+26.8%	Shares	Sole	2026-05-15
2025-12-31	$823,505	8,240	+51.9%	Shares	Sole	2026-02-17
2025-09-30	$543,747	5,425	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$544,215	5,434	+14.7%	Shares	Sole	2025-08-14
2025-03-31	$474,753	4,739	-14.0%	Shares	Sole	2025-05-15
2024-12-31	$550,359	5,508	+119.1%	Shares	Sole	2025-02-14
2023-06-30	$251,575	2,514	0.0%	Shares	Sole	2023-08-15
2023-03-31	$251,751	2,514	0.0%	Shares	Sole	2023-05-16
2022-12-31	$250,670	2,514	0.0%	Shares	Sole	2023-02-15
2022-09-30	$251,022	2,514	0.0%	Shares	Sole	2022-11-15
2022-06-30	$250,997	2,514	0.0%	Shares	Sole	2022-08-15
2022-03-31	$251,249	2,514	0.0%	Shares	Sole	2022-05-17
2021-12-31	$251,500	2,514	0.0%	Shares	Sole	2022-02-15
2021-09-30	$251,601	2,514	0.0%	Shares	Sole	2021-11-15
2021-06-30	$251,676	2,514	0.0%	Shares	Sole	2021-08-17
2021-03-31	$251,726	2,514	0.0%	Shares	Sole	2021-05-24
2020-12-31	$251,701	2,514	0.0%	Shares	Sole	2021-02-16
2020-09-30	$252,481	2,514	0.0%	Shares	Sole	2020-11-02
2020-06-30	$252,631	2,514	-17.4%	Shares	Sole	2020-08-17
2020-03-31	$306,542	3,042	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.