Falcon Wealth Planning
Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF
CIK 1839850
Ontario, CA
Position in GBIL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$422,901
+$79,907 QoQ
Shares Held
4,221
+23.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in GBIL Over Time
Shares Held
Position Value (USD)
All Filings in GBIL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,901 | 4,221 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $342,994 | 3,432 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $222,009 | 2,215 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $227,640 | 2,273 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||