EP Wealth Advisors, LLC
Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF
CIK 1540569
TORRANCE, CA
Position in GBIL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$323,717
+$605 QoQ
Shares Held
3,232
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 117 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in GBIL Over Time
Shares Held
Position Value (USD)
All Filings in GBIL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,717 | 3,232 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $323,112 | 3,225 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||